Susan John is a CFP® with 21 years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Co. since 2019. Prior to this, she spent 25 years at Financial Focus, Inc. She also acts as a trustee for several client trusts, handling estate settlement, trust distributions, and related duties. F.L. Putnam serves a diverse client base including individuals, families, institutions, and nonprofit organizations. The firm employs a team-based investment approach, offering customized strategies across equities, fixed income, and alternatives, with options for sustainable investing and tax-aware management.

James Waggett is a CFP® and CFA® with 13 years of industry experience. He is currently with F.L. Putnam Investment Management Co., where he has worked since 2022. His prior experience includes roles at Equitable Advisors, Thrivent Financial, TD Private Client Wealth, and Banc of America Investment Advisors. F.L. Putnam serves individual and institutional clients, providing customized, team-based investment management and consulting services across a range of asset classes. The firm utilizes both internally managed and third-party strategies with options for sustainable investing and tax-aware rebalancing.

Matthew Fischer is a financial advisor with F L Putnam Investment Management Co. in Portland, ME, holding Series 65 and Series 66 licenses and having two years of industry experience. His prior work includes three years at Charles Schwab Bank SSB and eleven years at Mabels Lobster Claw. F L Putnam serves individual investors, families, and institutional clients, offering a range of investment management, financial planning, and advisory services. The firm employs a team-based approach, customizing strategies using both internal and third-party managers across various asset classes, and incorporates tax-aware rebalancing and sustainable investing options.

Sean Cragan is a CFP® with 18 years of industry experience, currently serving as a financial advisor at F L Putnam Investment Management Co. since 2023. His prior experience includes roles at SVB Wealth LLC, Boston Private Wealth LLC, Banyan Partners, LLC, Silver Bridge, and Columbia Management Advisors, Inc. F.L. Putnam serves a diverse client base including individual investors, families, and institutions, offering customized, team-based investment management and financial planning. The firm combines internally managed strategies with third-party managers across various asset classes and offers sustainable investing options alongside tax-aware rebalancing for taxable clients.

Roger Begin is a CFP®-designated financial advisor with nine years of industry experience. He has worked at F.L. Putnam Investment Management Co. since 2019, following prior roles at BNY Mellon and Banc of America Investment Services, Inc. F.L. Putnam Investment Management Co. serves a wide range of clients, including individuals, families, and institutions, offering customized, team-based investment management and financial planning. The firm combines internally managed and third-party strategies across multiple asset classes, with options for sustainable investing and tax-aware approaches, and maintains a research process that integrates macroeconomic and security-level analysis.

Valerie Brown is a financial advisor at F.L. Putnam Investment Management Co. with 19 years of industry experience. She holds a Series 65 designation and has worked at F.L. Putnam since 2019, following an 18-year tenure at Financial Focus, Inc. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering investment management, financial planning, and consulting services. The firm employs a team-based approach with customized strategies across multiple asset classes, combining internal research with third-party managers.

Carolyn Macedo is a financial advisor at F L Putnam Investment Management Co. with 13 years of industry experience. She holds Series 65 and Series 66 credentials and has previously worked at SVB Wealth LLC, Merrill, and Banc of America Investment Services. F L Putnam serves a diverse client base including individuals, families, and institutions, providing customized investment management and advisory services through a team-based approach that utilizes both internal strategies and third-party managers across various asset classes.

Joni Stone is a financial advisor at F L Putnam Investment Management Co. with five years of industry experience. She holds the Series 65 designation and has previously worked at 42 North Private Bank, Bank of New England Mortgage, and Harbor Advisory Corporation. F L Putnam serves a broad client base including individuals, families, and institutions, offering a range of investment management and financial planning services. The firm employs a team-based, customized investment approach utilizing both internally managed strategies and third-party managers across various asset classes.

Susan White is a financial advisor at F L Putnam Investment Management Co. with three years of industry experience. She holds a Series 65 designation and previously worked at AOG Wealth Management for six years. Prior to her advisory career, she was a homemaker for six years. F.L. Putnam serves a diverse client base that includes individual investors, families, and institutions such as foundations, endowments, and family offices. The firm employs a team-based investment approach, offering customized strategies across equities, fixed income, and alternative investments, with options for sustainable investing and tax-aware rebalancing.

Katharine Manning is a financial advisor at F.L. Putnam Investment Management Co. in Boston, MA, with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at F.L. Putnam since 2019. Her prior experience includes roles at Charles Schwab and Admiral's Bank. F.L. Putnam serves a diverse client base, including individuals, families, and institutions, offering customized, team-based investment management and financial planning. The firm employs a research process combining macroeconomic and security-level analysis, managing strategies across equities, fixed income, and alternatives while providing options for sustainable investing and tax-aware rebalancing.

Jill Hibyan is a CFP® professional with seven years of industry experience. She is currently with F.L. Putnam Investment Management Co., where she has worked since 2022. Her prior experience includes roles at R.M. Davis, Inc. and US Trust Bank of America. F.L. Putnam serves a diverse client base including individual investors, families, and institutions, offering investment management, financial planning, and consulting services. The firm employs a team-based approach that combines internally managed strategies and third-party managers, incorporating sustainable investing options and tax-aware rebalancing.

James Balfour is a CFP® and CFA® with six years of industry experience. He currently works at F.L. Putnam Investment Management Co., where he has been employed since 2021. Prior to that, he held positions at Lowell, Blake & Associates, Inc. and Loomis, Sayles and Company, LLC. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering customized investment management, financial planning, and OCIO-style advisory services. The firm’s team-based approach incorporates internally managed strategies and third-party managers across various asset classes, with options for sustainable investing and tax-aware rebalancing.

Jaslyn Marques is a CFP® and holds a Series 66 license with three years of industry experience. She is currently with F L Putnam Investment Management Co. and previously worked at Fidelity Investments and Key Bank. F L Putnam serves a diverse client base including individuals, families, and institutions, providing customized, team-based investment management and financial planning. The firm employs a research-driven approach that integrates internally managed strategies and third-party managers across multiple asset classes.

Yvan Bodart is a CFA® charterholder with three years of industry experience. He is currently with F L Putnam Investment Management Co., joining in 2023. His prior roles include positions at Boston Financial Management LLC, Cabot - Wellington, LLC, and Bank of America Private Bank. F L Putnam serves a diverse client base including individuals, families, institutions, and registered investment companies. The firm employs a team-based investment approach that integrates internally managed strategies and third-party managers across multiple asset classes, offering customized solutions such as discretionary and non-discretionary management, financial planning, and family office services.

Laurie Faille is a CFP® professional with 12 years of industry experience, currently serving at F.L. Putnam Investment Management Co. since 2018. Prior to joining F.L. Putnam, she worked at Proctor Financial for seven years. Outside of her financial advisory role, she operates a photography business as a sole proprietor. F.L. Putnam serves individual investors, families, and institutional clients, offering customized, team-based investment management and financial planning. The firm utilizes both internally managed strategies and third-party managers across multiple asset classes, incorporating tax-aware approaches and options for sustainable investing.

Glen Martin is a CFP®-certified financial advisor at F.L. Putnam Investment Management Company with 27 years of industry experience. He has worked at several firms, including Merrill and Mariner, before joining F.L. Putnam in 2016. F.L. Putnam serves individual investors, families, and institutional clients such as foundations and family offices. The firm employs a team-based, customized investment approach utilizing internally managed and third-party strategies across asset classes, offering services that include discretionary and non-discretionary management, financial planning, and family office solutions.

Robert Heitzman is a CFP® with 23 years of industry experience. He is currently with F.L. Putnam Investment Management Co., where he has worked since 2023. His prior experience includes roles at SVB Wealth LLC, Banyan Partners, LLC, and Rushmore Investment Advisors Inc. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering customized, team-based investment management and consulting services. The firm combines macroeconomic and security-level analysis with a mix of internally managed strategies and third-party managers across various asset classes.

Steven Violin is a CFA® charterholder and holds a Series 66 license with 24 years of industry experience. He has been with F.L. Putnam Investment Management Co. since 2000. F.L. Putnam serves a diverse client base including individuals, families, and various institutional investors. The firm employs a team-based, research-driven approach to investment management, offering customized strategies across asset classes with a focus on combining macroeconomic and security-level analysis.

Andrew Wetzel is a CFA® charterholder with 18 years of industry experience. He has been with F.L. Putnam Investment Management Co. since 2003. F.L. Putnam serves individual and institutional clients, offering customized, team-based investment management that includes equities, fixed income, alternative investments, and sustainable options. The firm employs a research process combining macroeconomic and security-level analysis and provides a range of advisory and consulting services tailored to client objectives.

Leonardo Mesa is a Certified Financial Planner (CFP®) with 29 years of industry experience. He is currently with F L Putnam Investment Management Co., where he has worked since 2024. His prior experience includes 15 years at Arbor Capital Management Corp and 14 years at Fidelity. F L Putnam serves a diverse client base including individual investors, institutions, and family offices. The firm offers team-based, customized investment management using internally managed and third-party strategies across multiple asset classes, with additional options for sustainable investing and tax-aware rebalancing.