F. L. Putnam Investment Management Company
SPECIAL PROMOTION
FACES of
Rhode
Island
★ 2025 ★
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 can answer any questions for clients wishing to invest into this area. 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.
From left to right: Ellen Whitehead – Administrative Assistant; Jeffrey Mata – Director of Application Development; Marianne Pursley, CFP ® – Investment Advisor; Roger Begin, CFP ® – Private Client Advisor; Tom Fay, CFA – Regional President; Glen Martin, CFP ® – Managing Director of Client Advisory Services; Jody Cullinane – Business Liaison; Nicole Tsafos – Associate Financial Planner; Caroline Richards – Portfolio Analyst; Andrea Bosgraaf – Client Account Administrator; Lorraine Silva, CFP ® – Private Client Advisor.
100 Westminster St., Suite 1004, Providence, RI 02903, 401-861-0424, flputnam. com
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