F L Putnam Investment Management Co.

Aaron Rosen is a CFA® charterholder with 12 years of industry experience and is currently with F.L. Putnam Investment Management Company. His prior roles include positions at AOG Wealth Management, American Elm Distribution Partners, Copia Wealth Studios, and Lucia Capital Management. He also operates a sole proprietorship providing non-investment advisory consulting services. F.L. Putnam serves a diverse client base, including individuals, families, and institutions, offering customized investment management through a team-based approach that integrates internal strategies and third-party managers across various asset classes. The firm emphasizes a research-driven process combining macroeconomic and security-level analysis and provides services such as discretionary and non-discretionary management, financial planning, and family office solutions.

Landon Fritch is a CFP® and Series 65 licensed advisor with 10 years of industry experience. He has been with F.L. Putnam Investment Management Co. since 2019 and previously worked at Financial Focus from 2016 to 2019. Outside of financial advising, he is a co-owner of Don Fritch Family Farms, LLC, where he manages farm finances. F.L. Putnam serves a diverse client base including individuals, families, and institutions, providing customized investment management and financial planning through a team-based approach. The firm integrates internally managed and third-party strategies across multiple asset classes and offers specialized services such as OCIO advisory, family office solutions, and sustainable investing options.

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 twenty years. He also provides trustee services for client trusts. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering a range of investment management and advisory services. The firm employs a team-based approach with customized strategies that integrate internal and third-party management across multiple asset classes.

Julia Vanzler is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at F L Putnam Investment Management Co. since 2023. Her prior experience includes roles at SVB Private, Boston Private Wealth LLC, and SEI Investments Management Corp. F L Putnam serves individual investors, families, and institutional clients with a range of investment management and financial planning services. Its team-based approach combines internally managed and third-party strategies across multiple asset classes, incorporating tax-aware rebalancing and options for sustainable investing.

Richard Burling is a CFA® charterholder with 25 years of experience in the financial industry. He is currently with F L Putnam Investment Management Co., where he has worked since 2026. Prior to that, he held roles at F/M Investments LLC, Ziegler Capital Management, Red Granite Advisors, and Robert Baird & Co. F.L. Putnam serves individual investors, families, and various institutions, offering customized, team-based investment management and advisory services that include internally managed and third-party strategies across multiple asset classes. The firm integrates macroeconomic and security-level research with options for sustainable investing and tax-aware approaches.

Nicholas Bozek is a financial advisor with F.L. Putnam Investment Management Company in New York, NY. He holds a Series 65 designation and has seven years of industry experience, including prior roles at Timberland and Rollins College. F.L. Putnam serves a diverse client base including individuals, families, and various institutional investors. The firm offers customized, team-based investment management and financial planning, utilizing both internally managed strategies and third-party managers across multiple asset classes.

Marianne Pursley is a CFP® professional with seven years of industry experience, currently serving at F.L. Putnam Investment Management Co. She previously worked at BNY Mellon Wealth Management for 18 years. F.L. Putnam serves a diverse client base including individuals, families, and institutions such as foundations and family offices. The firm employs a team-based approach to investment management, combining internal and third-party strategies across multiple asset classes, with options for sustainable investing and tax-aware rebalancing.

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.

Todd Engelhardt is a financial advisor at F L Putnam Investment Management Co. with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Cumberland Advisors, JP Morgan Chase, InvestorCoach, and Heritage Asset Management Inc. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering customized, team-based investment management and advisory services across multiple asset classes. The firm combines macroeconomic and security-level research, employs selective use of technology, and provides a range of strategies including sustainable investing and tax-aware rebalancing.

Sarah Gosselin is a CFP® with eight years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Company since 2025. Her prior experience includes roles at AOG Wealth Management and Kalos Capital, Inc. in the wealth management sector. F.L. Putnam serves a diverse client base, including individuals, families, and institutions such as foundations and family offices. The firm employs a team-based, customized investment approach that integrates internally managed strategies and third-party managers across multiple asset classes, offering services ranging from discretionary investment management to family office solutions.

Thomas Burleigh is a CFP® professional with seven years of experience in the financial advisory industry. He currently works at F.L. Putnam Investment Management Co. and previously spent six years at CMH Wealth Management, LLC, and nine years at Longfellow Investment Management Company. F.L. Putnam serves a broad client base including individual investors, families, and various institutional clients. The firm offers customized, team-based investment management and financial planning, employing both internally managed strategies and third-party managers across multiple asset classes, with options for sustainable investing and tax-aware rebalancing.

Robertson Breed is a CFA® charterholder with 23 years of industry experience, currently serving at F.L. Putnam Investment Management Co. since 1991. He holds a Series 63 license and is based in Portland, Maine. F.L. Putnam serves a diverse client base including individual investors, families, and institutions such as foundations, endowments, and family offices. The firm employs a team-based investment approach, combining internally managed strategies and third-party managers across multiple asset classes, and offers various advisory and management services tailored to client objectives.

William O'Brien is a financial advisor at F.L. Putnam Investment Management Co. in Needham, MA, with six years of industry experience. He has held Series 63 and Series 65 licenses and previously worked at Bank of America Private Bank for 17 years before joining F.L. Putnam in 2020. F.L. Putnam serves a diverse client base including individual investors, families, and institutions such as foundations and endowments. The firm employs a team-based approach to investment management, offering customized strategies across equities, fixed income, and alternatives, with options for sustainable investing and tax-aware rebalancing.

Ellen Hazen is a CFA® charterholder with nine years of industry experience. She has worked at F L Putnam Investment Management Co. since 2013. F L Putnam serves a diverse client base, including individuals, families, and institutions, offering customized, team-based investment management alongside financial planning and advisory services. The firm employs a research-driven approach that combines macroeconomic and security-level analysis and provides a range of investment strategies across asset classes with options for sustainable investing and tax-aware rebalancing.

Daosith Lemay is a CFP® and holds a Series 66 license with 21 years of industry experience. He has worked at F.L. Putnam Investment Management Co. since 2019 and previously spent 11 years at Financial Focus, Inc., and 4 years at Ameriprise. F.L. Putnam serves a diverse client base, including individuals, families, and institutions, offering customized, team-based investment management and financial planning across a variety of asset classes and strategies. The firm combines macroeconomic and security-level research with limited use of artificial intelligence tools, maintaining final investment decisions with qualified professionals.