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.

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.

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.

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.

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.

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.