Mashpee, MA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$7,561,708,680
ClientsTotal clients
2,823
AdvisorsAdvisors at this office
2
Of 79 advisors across 16 offices
Location
13 Steeple Street, Suite 203
Mashpee MA 02649
Advisors at this office
2
Advisors at this office
David M
CFP®, Series 65
Mashpee, MA
F L Putnam Investment Management Co.
David McPherson is a CFP® with 19 years of industry experience. He joined F.L. Putnam Investment Management Company in 2024 after 18 years at Four Ponds Financial Planning LLC. F.L. Putnam serves a diverse client base including individuals, institutions, foundations, and endowments, offering customized investment management and consulting solutions. The firm combines internally managed strategies and third-party managers within a strategic asset allocation framework, with specialized offerings such as Optimized Indexing and tax-aware fixed income.
Keyana R
CFP®, Series 65
Mashpee, MA
F L Putnam Investment Management Co.
Keyana Russ is a CFP® and holds a Series 65 license with four years of industry experience. She is currently an advisor at F.L. Putnam Investment Management Company and previously worked at Four Ponds Financial Planning. Before entering the financial advisory field, she spent seven years at the College of Charleston. F.L. Putnam serves a diverse client base including individuals, institutions, and nonprofits, offering 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 notable for managing the AOG Institutional Fund and owning Darwin Trust Company.
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