SPECIAL ADVERTISING SECTION Wealth & Legacy / Wealth Management
Left to right : JEFFREY MATA , Principal , Director of Application Development ; GLEN P . MARTIN , CFP ®, Principal , Managing Director Client Advisory Services ; LORRAINE A . SILVA , CFP ®, Private Client Advisor ; MARIANNE PURSLEY , CFP ®, Principal , Investment Advisor ; THOMAS P . FAY , CFA , Principal , Regional President , Managing Director Investment Advisory Services ; JODY CULLINANE , Business Liaison ; ANDREA BOSGRAAF , Client Account Administrator ; ROGER N . BEGIN , CFP ®, Principal , Client Advisor ; DANNY DEPETRO , Portfolio Analyst .
INTELLECT , INTEGRITY AND INVESTMENT EXPERIENCE F . L . Putnam Investment Management Company
Regional president and managing director of FLP ’ s Investment Advisory Services , Tom Fay , CFA ®, leads a talented team of investment and wealth management specialists highly focused on building trusted relationships among entrepreneurs , local nonprofit board members , retirees and high-networth individuals and their families . The highly credentialed team includes community leaders and has an average of more than twenty-five years ’ industry experience , all in the greater Providence area .
As fiduciaries , we are here to serve the needs of our clients . As stewards of capital , we are dedicated to growing and preserving our clients ’ assets . We have a long history in sustainable investing and believe environmental , social and environmental ( ESG ) data and analysis should be fully integrated into the investment process . We are committed to providing transparency in our communications , in our fee structure and in our client reporting .
The FLP approach is client-centric , datadriven and comprehensive , resulting in an exceptional client experience that will exceed expectations .
10 Weybosset St . |
Providence , RI |
401-861-0424 |
flputnam . com |
Registration with the SEC should not be construed as an endorsement or an indicator of investment skill , acumen , or experience . Socially Responsible Investing involves the incorporation of Environmental , Social and Governance (“ ESG ”) considerations into the investment due diligence process . There are potential limitations associated with allocating a portion of an investment portfolio in ESG securities ( i . e ., securities that have a mandate to avoid , when possible , investments in such products as alcohol , tobacco , firearms , oil drilling , gambling , etc .). This material has been created for informational purposes , and it should not to be construed as an offer , solicitation , recommendation , or endorsement of any particular security , products , or services . Nothing in this communication is intended to be or should be construed as individualized investment advice . Past performance may not be indicative of future results . A detailed description of listed professional designations is available upon request or in our firm ’ s Form ADV Part 2B .
148 RHODE ISLAND MONTHLY l AUGUST 2024