Banking and Wealth Management - Page 15

SPONSORED CONTENT Wealth & Legacy / Wealth Management

Left to right , top row : ROGER N . BEGIN , CFP ® , Principal , Client Advisor ; JODY CULLINANE , Business Liaison ; PETER J . MINIATI , CFP ® , JD , Principal , Client Advisor ; DANNY DEPETRO , Portfolio Analyst ; THOMAS P . FAY , CFA ® , Principal , Regional President , Managing Director Investment Advisory Services ; MARIANNE PURSLEY , Principal , Investment Advisor ; JEFFREY MATA , Principal , Director of Application Development ; GLEN P . MARTIN , CFP ® , Principal , Managing Director Client Advisory Services ; front row : ANDREA BOSGRAAF , Account Officer ; LORRAINE SILVA , Account Officer , Paraplanner
INTELLECT , INTEGRITY , AND INVESTMENT EXPERIENCE F . L . Putnam Investment Management Company
F . L . Putnam Investment Management Company ( FLP ) provides a comprehensive range of investment advisory , investment management and financial planning services to a nationally diversified clientele . Incorporated in 1983 and registered with the Securities and Exchange Commission , FLP currently has $ 5.7 billion assets under advisement and serves its clients from offices throughout New England .
Regional Rhode Island President , Thomas Fay , CFA ®, leads a talented team of investment and wealth management specialists highly focused on building trusted relationships among entrepreneurs , local foundation and endowment board members , retirees and high-net-worth individuals and their families . The highly credentialed team includes trusted community leaders and has an average of more than twentyfive 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 and strong background in sustainable investing and believe environmental , social and environmental ( ESG ) data and analysis should be fully integrated into our investment process . We are committed to providing transparency in our communications , in our fee structure and in our client reporting .
We seek to understand the unique financial complexities of our clients .
Your specific goals and objectives guide the development of an integrated solution , which is then implemented by a team of experienced professionals on your behalf .
Our 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 . Investments in securities are not insured , protected or guaranteed and may result in loss of income and / or principal . Industry registrations , designations , recognitions or awards should not be construed as an endorsement or a recommendation to retain the Adviser by the granting entity or any regulatory authority . A detailed description of listed professional designations is available upon request on in our Firm ’ s Form ADV Part 2B .
RHODE ISLAND MONTHLY l AUGUST 2022 137