SPECIAL ADVERTISING SECTION Wealth & Legacy / Wealth Management
Top row , left to right : THOMAS P . FAY , CFA ®, Principal , Regional President ; GLEN P . MARTIN , CFP ®, Principal , Managing Director of Client Advisory Services ; MARIANNE PURSLEY , CFP ®, Principal ; Investment Advisor ; ROGER N . BEGIN , CFP ®, Principal , Client Advisor ;
JEFFREY MATA , Principal , Director of Application Development ; Bottom row , left to right : JODY CULLINANE , Principal , Business Liaison ; LORRAINE SILVA , CFP ®, Principal , Client Advisor ; DANNY DEPETRO , Portfolio Analyst ; and ANDREA BOSGRAAF , Client Accounts Administrator .
INTELLECT , INTEGRITY AND INVESTMENT EXPERIENCE F . L . Putnam Investment Management Company
F . L . Putnam Investment Management Company provides a comprehensive range of investment advisory , investment management , consulting and financial planning services to a nationally diversified clientele . Celebrating its fortieth anniversary in 2023 , the company has $ 4.7 billion in assets under management and $ 1.9 billion in consulting assets under advisement ( as of May 31 , 2023 ).
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-net-worth individuals and their families . The highly credentialed team includes community leaders
with an average of more than thirty 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 using environmental , social , and environmental ( ESG ) risk analysis is an important component of our investment approach , which is tailored to meet our clients ’ personal goals . 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 . 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 .
146 RHODE ISLAND MONTHLY l AUGUST 2023