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Andrew L

CFA®, Series 66

Portsmouth, NH

F L Putnam Investment Management Co.

Andrew Litzerman is a CFA® charterholder with 15 years of industry experience. He currently works at F L Putnam Investment Management Co. and previously spent 11 years at Seascape Capital Management, LLC. F L Putnam serves individual and institutional clients with customized investment management, financial planning, and consulting services. The firm employs a strategic asset allocation framework combined with internally managed and third-party strategies across multiple asset classes.

ESG / Sustainable investing Private / alternative investments Real estate investing Tax-loss harvesting Concentrated stock management Founder/Business Owner Executive
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Monica M

CFA®, Series 63

Portsmouth, NH

F L Putnam Investment Management Co.

Monica McCarthy is a CFA® charterholder with 24 years of industry experience. She has worked at F.L. Putnam Investment Management Co. since 2026 and previously spent 21 years at Seascape Capital Management, LLC. F.L. Putnam serves individual and institutional clients with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm offers customized portfolios using internally managed and third-party strategies across multiple asset classes within a strategic asset allocation framework.

ESG / Sustainable investing Private / alternative investments Real estate investing Tax-loss harvesting Concentrated stock management Founder/Business Owner Executive
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Christian S

CFP®, Series 66

Portsmouth, NH

F L Putnam Investment Management Co.

Christian Sullivan is a CFP® with 12 years of industry experience currently working at F L Putnam Investment Management Co. He previously worked at Seascape Capital Management, LLC, and TIAA-CREF. Outside of his advisory role, he is a manager and trustee of Twin Hills Farm LLC, a family real estate entity. F L Putnam serves individual and institutional clients, offering investment management, financial planning, OCIO advisory, and family office services. The firm uses a strategic asset allocation framework with both internally managed and third-party strategies across multiple asset classes.

ESG / Sustainable investing Private / alternative investments Real estate investing Tax-loss harvesting Concentrated stock management Founder/Business Owner Executive
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Laurie B

Series 65

Portsmouth, NH

F L Putnam Investment Management Co.

Laurie Barrett is a financial advisor with F L Putnam Investment Management Co., holding a Series 65 credential and 16 years of industry experience. Prior to joining F L Putnam in 2026, she worked at Seascape Capital Management, LLC, Customers Commercial Finance, LLC, and Prentiss Smith & Company. F.L. Putnam serves individual and institutional clients, including registered investment companies, foundations, endowments, schools, and religious organizations. The firm offers customized portfolios using both internally managed and third-party strategies across multiple asset classes and employs a strategic asset allocation framework with tactical flexibility.

ESG / Sustainable investing Private / alternative investments Real estate investing Tax-loss harvesting Concentrated stock management Founder/Business Owner Executive
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