Grenville Gooder Jr. is a Series 65-licensed financial advisor at F.L. Putnam Investment Management Company with four years of industry experience. He previously worked for Ascension Asset Management LLC for 20 years. Gooder also provides trustee services for client trusts. F.L. Putnam Investment Management Company offers discretionary and non-discretionary investment management, financial planning, and family office solutions to a broad client base, including individuals, families, foundations, and corporations. The firm employs tailored client teams and written investment policy statements to guide portfolio management and uses a combination of internally managed strategies, third-party managers, and alternative investments across multiple asset classes.

Robert Sherman is a CFP®, PFS™, and Series 65-registered financial advisor with five years of industry experience. He is currently with F L Putnam Investment Management Company and has previously worked at SVB Wealth LLC, Boston Private Wealth LLC, KLS Professional Advisors Group, LLC, and Gerstein Fisher. F L Putnam Investment Management Company provides discretionary and non-discretionary investment management, financial planning, separately managed accounts, investment consulting, and family office solutions to a diverse client base including individuals, families, foundations, endowments, corporations, registered investment companies, and other advisers. The firm employs a combination of strategic asset allocation and tactical adjustments using internally managed strategies, third-party managers, mutual funds, ETFs, and alternatives, and offers specialized approaches such as Optimized Indexing and socially responsible investing.

Jordan Press is a financial advisor at F L Putnam Investment Management Company with four years of industry experience. He holds a Series 65 designation and previously worked at MAI Capital Management and JM Hartwell LP. F L Putnam Investment Management Company provides discretionary and non-discretionary investment management, financial planning, and family office solutions to a diverse client base. The firm employs a combination of strategic asset allocation and tactical adjustments, utilizing both internally managed strategies and third-party managers to construct portfolios across equities, fixed income, and alternatives.