Ryan Mcquilkin is a CFP® and CFA® with 11 years of industry experience. He has worked at F.L. Putnam Investment Management Co. since 2021 and previously spent seven years at Boston Private Wealth LLC. Mcquilkin is based in Lynnfield, MA. F.L. Putnam serves a diverse client base including individual investors, families, and institutions such as foundations and family offices. The firm employs a team-based, customized investment approach utilizing internally managed strategies and third-party managers across multiple asset classes, with options for sustainable investing and tax-aware rebalancing.

Lawrence Mcgowan is a financial advisor at F.L. Putnam Investment Management Co. with five years of industry experience. Prior to joining F.L. Putnam, he worked at Arbor Capital Management, Corp for 29 years. F.L. Putnam serves a diverse client base including individual investors, families, and various institutions. The firm offers customized, team-based investment management and financial planning services across multiple asset classes, employing both internally managed strategies and third-party managers.

Mike Gula is a financial advisor at F.L. Putnam Investment Management Co. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab Bank and Cambridge Trust Wealth. F.L. Putnam serves a diverse client base including individual investors, families, institutions, and registered investment companies. The firm employs a team-based, customized investment approach using internally managed strategies and third-party managers across multiple asset classes, offering solutions such as discretionary management, consulting, and family office services.

Magdalena Jaworska is a CFA® charterholder and financial advisor at F.L. Putnam Investment Management Company with 15 years of industry experience. She previously worked at Arbor Capital Management Corp for 18 years before joining F.L. Putnam in 2024. F.L. Putnam serves a diverse range of clients, including individuals, families, and institutional investors such as foundations and endowments. The firm employs a team-based investment approach customized to client objectives, utilizing both internal strategies and third-party managers across multiple asset classes.

Charles Ybema is a financial advisor at F L Putnam Investment Management Co. with 15 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Arcadia Investment Management Corp, Gimbal Capital Management, Morgan Stanley, J.P. Morgan Securities Inc., Banc One Securities Corporation, and Wells Fargo Clearing. Outside of finance, Mr. Ybema manages Lafayette Creamery, a super-premium ice cream production facility and retail shop. F L Putnam serves a diverse client base including individual investors, families, and institutions such as foundations and endowments. The firm provides a range of investment management and advisory services, using a team-based approach that combines internally managed strategies and third-party managers across asset classes, with options for sustainable investing and tax-aware rebalancing.

Michael Desclos is a CFP® professional with six years of industry experience. He is currently with F L Putnam Investment Management Co. and previously worked at SVB Wealth LLC and Boston Private Wealth LLC. F L Putnam Investment Management Co. serves a diverse client base, including individuals, families, and institutions. The firm offers customized, team-based investment management and advisory services across a broad range of strategies, combining internal and third-party managers with options such as sustainable investing and tax-aware rebalancing.

Kristen Madden is a financial advisor at F.L. Putnam Investment Management Co. with 20 years of industry experience. She holds Series 63 and Series 65 designations and has worked at F.L. Putnam since 2019, following a 14-year tenure at Financial Focus, Inc. F.L. Putnam serves a diverse client base including individuals, families, and institutions such as foundations and endowments. The firm employs a team-based approach to investment management, offering customized strategies across equities, fixed income, and alternative investments, with options for sustainable investing and tax-aware rebalancing.

Scott Mazuzan is a CFP® professional with 11 years of industry experience, currently serving at F.L. Putnam Investment Management Company since 2016. He previously worked at Gather Financial Planning in 2015. F.L. Putnam serves a diverse client base including individuals, families, and institutional investors such as foundations and family offices. The firm employs a team-based approach to investment management, offering customized strategies across equities, fixed income, and alternative investments, with options for sustainable investing and tax-aware rebalancing.

Laurie Barrett is a financial advisor at F L Putnam Investment Management Co. with 16 years of industry experience. She holds a Series 65 credential and previously worked at Seascape Capital Management, LLC, Customers Commercial Finance, LLC, and Prentiss Smith & Company. F L Putnam serves a broad client base including individuals, families, and institutions, offering customized, team-based investment management and a range of advisory services. The firm integrates internally managed strategies and third-party managers across multiple asset classes and provides options for sustainable investing and tax-aware portfolio management.

Edward Terwilliger III is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He is currently an advisor at F L Putnam Investment Management Co., joining in 2026, after working at Foster Dykema Cabot & Partners, LLC and HighTower Securities, LLC. F L Putnam Investment Management Co. serves a diverse client base including individuals, families, and institutions such as foundations and endowments. The firm employs a team-based, customized investment approach that integrates internally managed strategies and third-party managers across asset classes, with options for sustainable investing and tax-aware rebalancing.

Benjamin O'Connor is a financial advisor at F.L. Putnam Investment Management Co. in Portland, ME, with 13 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at UBS Securities LLC, UBS Financial Services, Jefferies LLC, and J.P. Morgan Securities. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering customized investment management and advisory services using a team-based approach across equities, fixed income, and alternative investments. The firm integrates macroeconomic and security-level research and employs both internally managed strategies and third-party managers.

Keyana Russ is a CFP®-designated financial advisor at F.L. Putnam Investment Management Company with four years of industry experience. She previously worked at Four Ponds Financial Planning and the College of Charleston. 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 and third-party managers across multiple asset classes, with options for sustainable investing and tax-aware rebalancing.

Gerald Cole is a CFA® charterholder with 30 years of industry experience. He has worked at F.L. Putnam Investment Management Company since 2024 and previously spent 29 years at Arbor Capital Management Corp. F.L. Putnam serves a diverse client base including individual investors, families, and various institutional entities. The firm offers customized, team-based investment management and consulting services that utilize a combination of internally managed strategies and third-party managers across multiple asset classes.

Frederick Baerenz is a financial advisor at F L Putnam Investment Management Company with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kalos Capital, Inc. and Alpha Omega Group, Inc. He serves on the advisory board of Real Asset Advisor, a publisher of investment-related newsletters focused on real estate, infrastructure, and real assets investment industries, without receiving compensation for this role. F L Putnam serves a diverse client base 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, incorporating sustainable investing and tax-aware rebalancing, and supports these with a research process that integrates macroeconomic and security-level analysis.

Daniel Toole is a financial advisor at F.L. Putnam Investment Management Co. with five years of industry experience. He holds the Series 63 designation and previously worked at Arbor Capital Management, Corp for six years and Atlantic Capital for twelve years. F.L. Putnam serves a diverse client base including individual investors, families, and institutions such as foundations and endowments. The firm provides customized, team-based investment management, financial planning, and advisory services across various asset classes, incorporating both internally managed strategies and third-party managers.

Jordan Press is a financial advisor at F L Putnam Investment Management Co. with five years of industry experience. He previously worked at MAI Capital Management for five years and JM Hartwell LP for over two decades. Jordan holds a Series 65 designation. F L Putnam serves a diverse client base including individuals, families, institutions, and registered investment companies. The firm offers customized, team-based investment management and financial planning, utilizing internally managed and third-party strategies across multiple asset classes with options for sustainable investing and tax-aware rebalancing.

Thomas Fay is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has been with F.L. Putnam Investment Management Co. since 2019, following seven years at BNY Mellon and a prior role at Columbia Management Advisors, Inc. F.L. Putnam serves a diverse client base, including individuals, families, and institutions such as foundations and family offices. The firm employs a team-based, research-driven investment approach, offering customized strategies across equities, fixed income, and alternatives, with options for sustainable investing and tax-aware rebalancing.

Keith Brennan is a financial advisor at F.L. Putnam Investment Management Co. with nine years of industry experience. He has previously worked at Sei Private Wealth Management, Brighton Jones, SVB Wealth, and Wellesley Asset Management. F.L. Putnam serves a diverse client base including individuals, families, institutions, and registered investment companies. The firm offers a team-based, customized investment approach that combines internally managed strategies and third-party managers across multiple asset classes, incorporating tax-aware rebalancing and options for sustainable investing.