Milwaukee, WI Office
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F L Putnam Investment Management Co.
Multi-team
Firm-wide stats for F L Putnam Investment Management Co.
About
F.L. Putnam serves a broad client base that includes individual investors and their families as well as institutions such as foundations, endowments, schools, religious organizations, family offices, and registered investment companies. The firm offers discretionary and non-discretionary investment management, financial planning, separately managed accounts, OCIO-style advisory and consulting, family office solutions, and delivers strategies through wrap programs and model providers while also advising and sub-advising pooled investment vehicles.
Investment management is team-based and customized to each client’s objectives, drawing on internally managed strategies and third‑party managers across equities, fixed income, and alternative investments, with options for sustainable investing and optimized indexing that incorporate tax-aware rebalancing for taxable clients. FLP describes a research process that combines macroeconomic and security-level analysis and notes the limited use of artificial intelligence tools for research and administrative tasks while reserving final investment decisions to qualified professionals.
The firm’s brochure highlights several features that distinguish it from many peers: it owns a trust services subsidiary (Darwin Trust Company), serves as the investment adviser to an interval alternative vehicle (the AOG Institutional Fund) and as a consultative sub-adviser to the AFA Asset Based Lending Fund, and discloses predecessor performance in its materials. FLP also issues periodic client communications and has recently reported material changes in its ADV (including a recent merger and new strategy and technology disclosures), all of which are documented in its regulatory disclosures.
Based on F L Putnam Investment Management Co.
Expertise
Based on F L Putnam Investment Management Co.
Occupation focus
Based on F L Putnam Investment Management Co.
Location
309 North Water Street, Suite 315
Milwaukee WI 53202
Advisors at this office
3
Advisors at this office
Richard B
CFA®, Series 63, Series 66
Milwaukee, WI
F L Putnam Investment Management Co.
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. His prior experience includes roles at Ziegler Capital Management, Red Granite Advisors, and Robert Baird & Co. F L Putnam serves a diverse client base including individuals, families, and institutions, offering customized, team-based investment management across equities, fixed income, and alternatives. The firm combines macroeconomic and security-level research with both internally managed and third-party strategies, providing a range of services from financial planning to OCIO advisory and family office solutions.
David D
CFA®, Series 63, Series 65
Milwaukee, WI
F L Putnam Investment Management Co.
David Drzadinski is a CFA® charterholder and holds Series 63 and Series 65 licenses, with 22 years of industry experience. He has worked at F L Putnam Investment Management Co. since 2026 and has prior experience at F/M Investments LLC, Ziegler Capital Management, Red Granite Advisors, and Robert Baird & Co. F L Putnam Investment Management Co. serves a diverse clientele including individuals, families, and institutions, offering a range of investment management and advisory services. The firm’s approach is team-based and customized, combining in-house and third-party strategies across multiple asset classes, with options for sustainable investing and tax-aware rebalancing.
Joel V
CFA®, Series 63, Series 65
Milwaukee, WI
F L Putnam Investment Management Co.
Joel Vrabel is a CFA® charterholder based in Milwaukee, WI, with 31 years of industry experience. He has worked at F L Putnam Investment Management Co. since 2026 and has held positions at Ziegler Capital Management, Red Granite Advisors, Robert Baird & Co., and F/M Investments LLC. F L Putnam Investment Management Co. serves a diverse client base including individuals, families, and institutions, providing discretionary and non-discretionary investment management, financial planning, and consulting services. The firm uses a team-based approach with customized strategies across equities, fixed income, and alternatives, incorporating both internally managed and third-party solutions.
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