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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 experience in the financial industry. He is currently with F L Putnam Investment Management Co. and previously worked at Seascape Capital Management, LLC and Citigroup Global Markets. F L Putnam serves a diverse client base including individuals, families, institutions, and registered investment companies. The firm employs a team-based investment approach that customizes strategies across equities, fixed income, and alternative investments, incorporating both internally managed and third-party managers to meet client objectives.

ESG / Sustainable investing Private / alternative investments Tax-loss harvesting Active portfolio management Founder/Business Owner Executive Financial Professional
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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 is currently with F L Putnam Investment Management Co. and previously worked at Seascape Capital Management, LLC for 21 years among other firms. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering team-based investment management tailored to clients’ objectives. The firm utilizes a combination of internally managed strategies and third-party managers across multiple asset classes, with options for sustainable investing and tax-aware rebalancing for taxable clients.

ESG / Sustainable investing Private / alternative investments Tax-loss harvesting Active portfolio management Founder/Business Owner Executive Financial Professional
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Christian S

CFP®, Series 66

Portsmouth, NH

F L Putnam Investment Management Co.

Christian Sullivan is a CFP® professional with 12 years of experience in the financial industry. He currently works at F L Putnam Investment Management Co. and previously held roles at Seascape Capital Management, LLC, TIAA-CREF, and Merrill. Outside of his advisory work, he is a manager and trustee of an LLC that owns personal real estate property managed by a homeowners association. F L Putnam serves a diverse range of clients including individuals, families, and institutions, offering customized, team-based investment management and financial planning. The firm employs a research-driven process and integrates internally managed and third-party strategies across various asset classes, providing services such as discretionary management, family office solutions, and sub-advisory roles.

ESG / Sustainable investing Private / alternative investments Tax-loss harvesting Active portfolio management Founder/Business Owner Executive Financial Professional
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Laurie B

Series 65

Portsmouth, NH

F L Putnam Investment Management Co.

Laurie Barrett is a financial advisor at F L Putnam Investment Management Co. with 16 years of industry experience. She holds a Series 65 credential and previously worked at Seascape Capital Management, LLC, Customers Commercial Finance, LLC, and Prentiss Smith & Company. F L Putnam serves a broad client base including individuals, families, and institutions, offering customized, team-based investment management and a range of advisory services. The firm integrates internally managed strategies and third-party managers across multiple asset classes and provides options for sustainable investing and tax-aware portfolio management.

ESG / Sustainable investing Private / alternative investments Tax-loss harvesting Active portfolio management Founder/Business Owner Executive Financial Professional
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