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. 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 individual and institutional clients, including registered investment companies, foundations, endowments, schools, and religious organizations. The firm offers customized portfolio management using both internally managed strategies and third-party managers across various asset classes and incorporates AI tools for limited research support without replacing human decision-making.

Leonardo Mesa is a CFP® with 29 years of industry experience, currently serving as a financial advisor at F L Putnam Investment Management Co. since 2024. Prior to this, he spent 15 years at Arbor Capital Management Corp. F L Putnam Investment Management Co. serves a diverse client base including individuals, high-net-worth clients, foundations, endowments, schools, and religious organizations. The firm employs a strategic asset allocation framework across equities, fixed income, and alternative assets, offering customized portfolios with internally managed strategies and third-party managers.

Lawrence Mcgowan is a financial advisor at F.L. Putnam Investment Management Co. with five years of industry experience. He previously spent 29 years at Arbor Capital Management, Corp. F.L. Putnam serves a diverse range of individual and institutional clients, offering discretionary and non-discretionary investment management, financial planning, OCIO advisory, separately managed accounts, family office solutions, and consulting. The firm employs a strategic asset allocation framework with internally managed strategies and third-party managers across various asset classes and is the adviser to the AOG Institutional Fund.

Magdalena Jaworska is a CFA® charterholder with 15 years of industry experience. She joined F.L. Putnam Investment Management Company in 2024 after an 18-year tenure at Arbor Capital Management Corp. F.L. Putnam serves a diverse range of individual and institutional clients, offering investment management, financial planning, OCIO advisory, family office solutions, and consulting services. The firm combines internally managed and third-party strategies across multiple asset classes within a strategic asset allocation framework, and it is noted for its management of the AOG Institutional Fund and ownership of Darwin Trust Company.

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 spent 29 years at Arbor Capital Management Corp. F. L. Putnam serves individual and institutional clients by providing discretionary and non-discretionary investment management, financial planning, OCIO advisory, family office solutions, and consulting. The firm builds customized portfolios using both internally managed strategies and third-party managers across multiple asset classes within a strategic asset allocation framework.

Daniel Toole is a financial advisor at F.L. Putnam Investment Management Co. with five years of industry experience. He previously worked at Arbor Capital Management, Corp for six years and Atlantic Capital for twelve years. F.L. Putnam serves a diverse range of individual and institutional clients, offering investment management, financial planning, OCIO-style advisory, family office solutions, and consulting services. The firm employs a strategic asset allocation framework that combines internally managed strategies and third-party managers across multiple asset classes, with specialized offerings including optimized indexing, tax-aware fixed income, and AI-assisted research.