Jerry Love is a CFP® with 22 years of industry experience. He joined F.L. Putnam Investment Management Co. in 2026 after 26 years at Arcadia Investment Management Corp. He also provides financial planning, estate planning, tax work, and trustee services through a separate sole proprietorship serving a limited number of clients. F.L. Putnam serves individual investors, families, and institutions, offering customized, team-based investment management and consulting across various asset classes. The firm employs both internally managed strategies and third-party managers, with options including sustainable investing and tax-aware rebalancing.

Michael Mueller is a CFA® charterholder with 34 years of industry experience. He joined F L Putnam Investment Management Co. in 2026 after 38 years at Arcadia Investment Management Corp. Outside of his advisory role, Mueller serves as a director of Proteos, Inc., a company that manufactures protein and peptide products, and has been a non-compensated advisor to the Nantucket Fund Advisory Committee since 2001. F L Putnam serves individual investors, families, and institutions, offering customized, team-based investment management and related financial services. The firm employs a research-driven approach that combines macroeconomic and security-level analysis, integrating internally managed strategies and third-party managers across various 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.