SPECIAL PROMOTION
FACES of
Rhode
Island
★ 2023 ★
THE FACES OF
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-net-worth 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 , data-driven and comprehensive , resulting in an exceptional client experience that will exceed expectations .
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
10 Weybosset Street , Providence , 401-861-0424 , flputnam . com
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