F.L.Putnam Investment Management Company provides a comprehensive range of investment advisory, investment management, and financial planning services to a nationally diversified clientele that includes endowments and foundations, as well as individual...

Investment Management

FLP's headquarters in Wellesley, MA, United States

The Lynnfield office likely focuses on client account management and administrative support in a client-centric environment.

Lynnfield

This department focuses on developing and implementing strategies to assess and mitigate financial risks.

Risk Management

The Investment Management team at F.L. Putnam is responsible for developing and executing customized investment strategies tailored to meet the unique needs of clients, including endowments, foundations, and individual investors. This team conducts in-depth research and analysis to identify investment opportunities, manages portfolio performance, and provides ongoing client support and financial planning services to ensure the growth and security of client assets.

This department focuses on providing personalized financial advice and support to private clients.

Client Advisory Services

The Leadership Team at FLP is responsible for setting the strategic direction and operational framework of the company. Comprising seasoned professionals in investment management and administration, they collaborate to enhance client services, drive business growth, and ensure compliance with industry standards. Their collective expertise fosters innovation and maintains the company's commitment to delivering tailored financial solutions to its diverse clientele.

Leadership Team

The Operations and Client Services team at FLP is responsible for ensuring seamless execution of investment management processes and delivering exceptional support to clients. This team manages client accounts, oversees compliance, and optimizes business processes to enhance efficiency and service quality. Through their expertise, they cultivate strong client relationships and ensure that clients receive tailored financial solutions aligned with their needs.

Operations and Client Services

This department manages the strategic direction and overall operations of the organization.

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People (5)

Jobs (0)

Other teams

Investment Management

Client Advisory Services

Leadership Team

Operations and Client Services

Executive Leadership

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People (5)

Jobs (0)

Other teams

Investment Management

Client Advisory Services

Leadership Team

Operations and Client Services

Executive Leadership

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