Thomas Burleigh is a CFP® professional with seven years of experience in financial advising. He is currently with F.L. Putnam Investment Management Co. and previously worked at CMH Wealth Management, LLC and Longfellow Investment Management Company. F.L. Putnam serves a diverse client base that includes individual and institutional investors, offering discretionary and non-discretionary investment management, financial planning, OCIO advisory, family office solutions, and consulting. The firm employs a strategic asset allocation framework using both internally managed and third-party strategies across multiple asset classes, with particular offerings such as Optimized Indexing and tax-aware fixed income strategies.

Daosith Lemay is a CFP® with 21 years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Co. since 2019. Prior to joining F.L. Putnam, he worked for Financial Focus, Inc. for 11 years. F.L. Putnam serves a diverse client base including individuals, institutions, foundations, and religious organizations, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm employs a strategic asset allocation framework with both internally managed strategies and third-party managers, notable for its management of the AOG Institutional Fund and ownership of Darwin Trust Company of New Hampshire, LLC.

Michael Hanlon is a CFA® charterholder with nine years of industry experience. He currently serves as an advisor at F.L. Putnam Investment Management Company and previously worked at Howell Valuation, the University of New Hampshire, and R.M. Davis, Inc. F.L. Putnam provides investment management, financial planning, OCIO advisory, and consulting services to a diverse client base including individual investors, institutions, foundations, and endowments. The firm employs a strategic asset allocation framework across equities, fixed income, and alternatives, offering internally managed strategies alongside third-party managers and utilizing AI tools for limited research support.

Timothy Hamilton is a financial advisor at F. L. Putnam Investment Management Co. with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Measured Wealth Private Client Group, The O.N. Equity Sales Company, and Ohio National Life Insurance Company. In addition to his advisory work, he is involved in life insurance sales and Medicare supplement products as a producing general agent. F. L. Putnam serves a diverse range of individual and institutional clients, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm employs a strategic asset allocation framework using internally managed and third-party strategies across equities, fixed income, and alternative asset classes.

Mike Gula is a financial advisor with F.L. Putnam Investment Management Company in Portsmouth, NH. He holds Series 63 and Series 66 licenses and has 24 years of experience in the industry. His prior work includes nearly two decades at Charles Schwab Bank and Charles Schwab. F.L. Putnam serves a diverse client base, including individual investors, institutions, foundations, and endowments, offering discretionary and non-discretionary investment management and financial planning. The firm utilizes customized portfolios combining internal and third-party strategies across multiple asset classes, emphasizing strategic asset allocation with tactical flexibility.

Michael Desclos is a CFP® professional with six years of industry experience. He has worked at F L Putnam Investment Management Co. since 2023 and previously held roles at SVB Wealth LLC and Boston Private Wealth LLC. F L Putnam Investment Management Co. serves a diverse client base including individuals, institutions, foundations, and endowments, offering customized portfolios that combine internally managed and third-party strategies across multiple asset classes. The firm provides various services such as discretionary and non-discretionary investment management, financial planning, and family office solutions, and distinguishes itself through offerings like an interval fund focused on alternative assets and trust and custody services via a wholly owned subsidiary.