F L Putnam Investment Management Co.

Aaron Rosen is a CFA® charterholder with 11 years of industry experience. He is currently affiliated with F L Putnam Investment Management Co. and has held prior roles at AOG Wealth Management, American Elm Distribution Partners, Copia Wealth Studios, and Lucia Capital Management. Rosen also provides non-investment advisory consulting services as a sole proprietor. F L Putnam Investment Management Co. serves a diverse client base, including individuals, institutions, and registered investment companies, offering customized portfolios through both internally managed strategies and third-party managers. The firm employs a strategic asset allocation framework with tactical flexibility and provides a range of services such as financial planning, family office solutions, and OCIO-style advisory.

Landon Fritch is a CFP® with 10 years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Co. since 2019. Prior to this, he worked at Financial Focus from 2016 to 2019. Outside of his advisory role, he is a co-owner of Don Fritch Family Farms, LLC, where he manages farm finances. F.L. Putnam provides investment management and advisory services to a diverse client base, including individuals, institutions, foundations, and religious organizations. The firm uses a strategic asset allocation framework with internally managed strategies and third-party managers, offering specialized solutions such as Optimized Indexing and tax-aware fixed income strategies.

Grenville Gooder Jr. is a financial advisor at F.L. Putnam Investment Management Co. with four years of industry experience. He holds a Series 65 designation and previously worked for Ascension Asset Management LLC for 20 years. Gooder also provides trustee services for client trusts. F.L. Putnam serves individual and institutional clients with a range of investment management and advisory services, utilizing customized portfolios built from internally managed strategies and third-party managers across multiple asset classes. The firm is notable for its management of the AOG Institutional Fund and ownership of Darwin Trust Company, offering trust and custody services.

Julia Vanzler is a CFP®-certified financial advisor with 16 years of industry experience. She has worked at F L Putnam Investment Management Co. since 2023 and previously held roles at Svb Private and Boston Private Wealth LLC. F L Putnam serves individual and institutional clients by providing discretionary and non-discretionary investment management, financial planning, and consulting services. The firm offers customized portfolios with both internally managed and third-party strategies across multiple asset classes, including specialized offerings such as Optimized Indexing and tax-aware fixed income.

Richard Burling is a CFA charterholder with 24 years of industry experience. He is currently with F L Putnam Investment Management Co. and has prior experience at Ziegler Capital Management, LLC and F/M Investments LLC. Burling holds Series 63 and Series 66 licenses. F.L. Putnam Investment Management Co. serves a diverse client base including individuals, institutions, foundations, and registered investment companies. The firm offers a range of investment management and advisory services, utilizing both internally managed strategies and third-party managers across multiple asset classes within a strategic asset allocation framework.

Nicholas Bozek is a financial advisor with F.L. Putnam Investment Management Co., holding a Series 65 credential and seven years of industry experience. Prior to joining F.L. Putnam in 2019, he worked at Timberland and has a background that includes four years at Rollins College. F.L. Putnam serves a diverse range of individual and institutional clients, offering investment management, financial planning, OCIO advisory, and consulting services. The firm employs a strategic asset allocation framework and combines internally managed strategies with third-party managers across multiple asset classes.

Marianne Pursley is a CFP® with seven years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Co. Prior to joining F.L. Putnam in 2019, she worked for 18 years at BNY Mellon Wealth Management. F.L. Putnam serves a diverse range of individual and institutional clients, offering discretionary and non-discretionary investment management, financial planning, and family office solutions. The firm builds customized portfolios using internally managed strategies and third-party managers across multiple asset classes, incorporating both strategic asset allocation and tactical adjustments.

Jerry Love is a CFP® with 22 years of industry experience, currently serving at F.L. Putnam Investment Management Co. since 2026. Prior to this, he worked for Arcadia Investment Management Corp for 26 years. He also operates a sole proprietorship providing selected financial planning, estate planning, tax work, and trustee services to a limited number of clients. F.L. Putnam Investment Management Co. serves a diverse group of individual and institutional clients, offering investment management, financial planning, family office solutions, and consulting. The firm combines internally managed strategies and third-party managers across various asset classes, employing a strategic asset allocation framework with tactical flexibility.

Todd Engelhardt is a financial advisor at F L Putnam Investment Management Co. with 23 years of industry experience. His prior roles include positions at Cumberland Advisors and JP Morgan Chase. F L Putnam serves a diverse range of individual and institutional clients, offering services such as discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs a strategic asset allocation framework incorporating internally managed and third-party strategies across multiple asset classes.

Sarah Gosselin is a CFP® with eight years of industry experience, currently serving as a financial advisor at F L Putnam Investment Management Co. She has previously worked at AOG Wealth Management and Kalos Capital, Inc. Since joining F L Putnam in 2025, she has been part of a multi-team firm based in Reston, VA. F L Putnam serves a diverse range of individual and institutional clients, offering customized investment management, financial planning, and consulting services. The firm employs a strategic asset allocation framework with both internally managed and third-party strategies across multiple asset classes, including equities, fixed income, and alternatives.

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.

Robertson Breed is a CFA® charterholder with 23 years of industry experience, currently serving at F.L. Putnam Investment Management Co. in Portland, Maine. He has been with the firm since 1991, accumulating 35 years of tenure. F.L. Putnam serves a wide range of individual and institutional clients, offering investment management, financial planning, OCIO advisory, family office solutions, and consulting. The firm employs a strategic asset allocation framework across equities, fixed income, and alternative assets, and is noted for managing the AOG Institutional Fund and owning Darwin Trust Company of New Hampshire, which provides trust and custody services.

William O'Brien is a financial advisor at F. L. Putnam Investment Management Co. with six years of industry experience. He has held positions at F. L. Putnam since 2020 and previously worked at Bank of America, Private Bank from 2003 to 2020. He holds Series 63 and Series 65 licenses. F. L. Putnam serves a diverse client base including individual, institutional, and high-net-worth clients, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm employs a strategic asset allocation framework with internally managed and third-party strategies across multiple asset classes and is known for managing the AOG Institutional Fund and owning Darwin Trust Company, which provides trust and custody services.

Ellen Hazen is a CFA® charterholder with 13 years at F L Putnam Investment Management Co. and a total of 9 years of industry experience. She is based in Needham, MA, and has worked exclusively at F L Putnam since 2013. F L Putnam serves a diverse clientele including individual and institutional investors such as foundations, endowments, and religious organizations. The firm employs a strategic asset allocation framework with a mix of internally managed strategies and third-party managers across equities, fixed income, and alternative assets, offering solutions like 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.