Reed Manning is a CFA® charterholder with 20 years of industry experience, currently serving at F.L. Putnam Investment Management Company since 2015. His prior experience includes roles at SVB Wealth, Banyan Partners, Silver Bridge, and Columbia Management Advisors. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering customized, team-based investment management and advisory services across multiple asset classes. The firm utilizes a research-driven process with limited AI support and offers unique capabilities such as trust services and management of alternative investment vehicles.

Jennifer Rosenbaum is a financial advisor at F L Putnam Investment Management Co. with seven years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, Merrill, and BNY Mellon. F L Putnam serves a diverse client base including individuals, families, and institutions, providing discretionary and non-discretionary investment management alongside financial planning and consulting services. The firm employs a team-based approach with customized strategies across asset classes, incorporating both internally managed and third-party investments.

Nicole Tsafos is a CFP® and Series 65 registered advisor with three years of industry experience. She is currently with F.L. Putnam Investment Management Company, where she has worked since 2024 after previously working at Four Ponds Financial Planning. F.L. Putnam Investment Management serves a diverse client base including individuals, families, foundations, and institutional investors. The firm employs a team-based investment approach customized to client objectives, offering a range of strategies across equities, fixed income, and alternatives, along with sustainable investing and tax-aware solutions.

Monica Mccarthy is a CFA® charterholder with 24 years of industry experience. She is currently with F L Putnam Investment Management Co. and previously worked at Seascape Capital Management, LLC for 21 years among other firms. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering team-based investment management tailored to clients’ objectives. The firm utilizes a combination of internally managed strategies and third-party managers across multiple asset classes, with options for sustainable investing and tax-aware rebalancing for taxable clients.

Erin Holt is a CFP®-credentialed financial advisor with eight years of industry experience, currently serving at F.L. Putnam Investment Management Company. Her prior roles include positions at Kalos Capital and Alpha Omega Group, Inc. She volunteers with the Foundation for Financial Planning, providing pro bono financial planning to program participants. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering team-based, customized investment management and financial planning. The firm combines internally managed strategies and third-party managers across various asset classes and emphasizes a research-driven approach with limited use of artificial intelligence in decision-making.

James Ortlip is a CFP® with 26 years of industry experience. He currently works at F.L. Putnam Investment Management Company and has previously been affiliated with Kalos Capital, Inc., AOG Wealth Management, Pacific West Financial Consultants Inc, and Capital Financial Group Leesburg Associates, LLC. F.L. Putnam serves a diverse client base, including individuals, families, and institutions, offering customized, team-based investment management and financial planning. The firm integrates internally managed and third-party strategies across multiple asset classes, with options for sustainable investing and tax-aware rebalancing.

Todd Mills is a CFP®-designated financial advisor with 28 years of industry experience. He has worked at F.L. Putnam Investment Management Co. since 2019, following roles at Boston Private Wealth LLC, Banyan Partners, Silver Bridge, and Fidelity. F.L. Putnam serves individual investors, families, and various institutions with customized, team-based investment management and financial planning services. The firm uses a research-driven approach that integrates macroeconomic and security-level analysis, offering strategies that include sustainable investing and tax-aware rebalancing.

Michael Hanlon is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Company since 2025. His prior roles include work at Howell Valuation and the University of New Hampshire. F.L. Putnam Investment Management Company provides investment management and advisory services to a diverse client base, including individuals, families, and institutions. The firm employs a team-based, customized approach that integrates internally managed strategies and third-party managers across various asset classes, with options for sustainable investing and tax-aware portfolio management.

Christian Sullivan is a CFP® professional with 12 years of experience in the financial industry. He currently works at F L Putnam Investment Management Co. and previously held roles at Seascape Capital Management, LLC, TIAA-CREF, and Merrill. Outside of his advisory work, he is a manager and trustee of an LLC that owns personal real estate property managed by a homeowners association. F L Putnam serves a diverse range of clients including individuals, families, and institutions, offering customized, team-based investment management and financial planning. The firm employs a research-driven process and integrates internally managed and third-party strategies across various asset classes, providing services such as discretionary management, family office solutions, and sub-advisory roles.

Christian Mcvey is a financial advisor at F.L. Putnam Investment Management Co. with 24 years of industry experience. He has been with F.L. Putnam since 2002 and holds the Series 63 and Series 65 designations. F.L. Putnam serves a diverse client base including individuals, families, and institutions such as foundations, endowments, and family offices. The firm provides customized, team-based investment management and consulting, utilizing both internally managed and third-party strategies across multiple asset classes with options for sustainable investing and tax-aware rebalancing.

Timothy Hamilton is a CFP® credentialed advisor with 17 years of industry experience. He has worked at F.L. Putnam Investment Management Co. since 2022, following roles at Measured Wealth Private Client Group, LLC, The O.N. Equity Sales Company, and Ohio National Life Insurance Company. In addition to his advisory work, he is involved in life insurance sales and Medicare supplements as a producing general agent. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering customized investment management and financial planning through a team-based approach. The firm integrates internally managed and third-party strategies across various asset classes, with options for sustainable investing and tax-aware rebalancing, and provides advisory services to specialized investment vehicles.

David Mcpherson is a CFP® with 19 years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Company since 2024. Prior to this, he spent 18 years with Four Ponds Financial Planning LLC. F.L. Putnam serves a diverse client base including individuals, families, and institutions, providing customized, team-based investment management and advisory services across multiple asset classes. The firm incorporates internally managed strategies and third-party managers, offering options such as sustainable investing and tax-aware rebalancing.

Lorraine Silva is a CFP® professional with six years at F.L. Putnam Investment Management Co. and a total of three years in the financial industry. Prior to joining F.L. Putnam, she worked in real estate development at Maloney Properties and Steen Realty and Development. F.L. Putnam serves a diverse client base including individual investors, families, and institutions such as foundations and endowments. The firm uses a team-based, customized investment approach across equities, fixed income, and alternatives, incorporating both internally managed strategies and third-party managers.

Thomas Goodwin is a CFP® with 22 years of industry experience. He has worked at F.L. Putnam Investment Management Co. since 2019 and previously held roles at Financial Focus, Inc., Integrity Financial Planners, and Mass Mutual Investors Services. F.L. Putnam serves a diverse client base including individuals, families, and institutional investors. The firm employs a team-based investment approach using both internally managed strategies and third-party managers across multiple asset classes, offering services such as discretionary and non-discretionary investment management, financial planning, and family office solutions.

Michael Mueller is a CFA® charterholder with 33 years of industry experience. He has worked at F L Putnam Investment Management Co. since 2026 and previously spent 38 years at Arcadia Investment Management Corp. Mueller serves as a director of Proteos, Inc., a protein and peptide manufacturing company, and is a non-compensated advisor to the Nantucket Fund Advisory Committee. F L Putnam Investment Management Co. serves a diverse clientele including individuals, families, and institutions, offering customized, team-based investment management and financial planning. The firm integrates internally managed strategies and third-party managers across multiple asset classes, with options for sustainable investing and tax-aware rebalancing.

Amanda Pfeifle is a financial advisor at F.L. Putnam Investment Management Company with three years of industry experience. She holds a Series 65 designation and previously worked at AOG Wealth Management from 2008 to 2025. Outside of her advisory role, she is the owner of CE Media & Design, a photography services business. F.L. Putnam serves individual investors, families, and institutional clients, providing discretionary and non-discretionary investment management, financial planning, and consulting through a team-based, customized approach. The firm offers a range of strategies including sustainable investing and tax-aware rebalancing, utilizing both internal and third-party managers across multiple asset classes.

Timothy O'Shei is a CFP® with 12 years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Company since 2025. His prior roles include positions at MAI Capital Management, WCG Wealth Advisors, Treloar & Heisel Wealth Management, Ameriprise Financial Services, and Financial Engines Advisors. F.L. Putnam serves a diverse client base including individuals, families, and institutions, providing team-based, customized investment management and financial planning. The firm employs a research-driven approach combining macroeconomic and security-level analysis, offering a variety of strategies across asset classes with options for sustainable investing and tax-aware rebalancing.

Jessie Tierney is a CFP® and Series 65 licensed advisor at F.L. Putnam Investment Management Co. with seven years of industry experience. She has worked at F.L. Putnam since 2004. F.L. Putnam serves a diverse client base including individuals, institutions, and family offices, providing customized investment management and advisory services through a team-based approach. The firm combines macroeconomic and security-level analysis across a range of asset classes and offers specialized strategies such as sustainable investing and tax-aware rebalancing.

Gregory Evans is a CFP® professional with 31 years of experience in the financial services industry. He has worked at firms including Fidelity Personal and Workplace Advisors and RWA Wealth Partners before joining F.L. Putnam Investment Management Company in 2026. F.L. Putnam serves a diverse client base ranging from individual investors and families to institutions such as foundations and family offices. The firm employs a team-based investment approach that combines internally managed strategies and third-party managers across multiple asset classes, with options for sustainable investing and tax-aware rebalancing.

Kimberly Ratcliffe is a CFA® charterholder with 24 years of experience in the financial services industry. She has worked at F.L. Putnam Investment Management Co. since 2022 and previously spent 21 years at Salem Capital Management, Inc. F.L. Putnam serves a broad client base including individuals, families, and institutions such as foundations and endowments. The firm’s team-based investment management approach is customized to client objectives and incorporates internally managed strategies and third-party managers across various asset classes, with options for sustainable investing and tax-aware rebalancing.