New York, NY Office

Grenville Gooder Jr. is a financial advisor at F.L. Putnam Investment Management Co. with five years of industry experience. He holds a Series 65 designation and previously worked for Ascension Asset Management LLC for 20 years. His other business activities include providing trustee services for client trusts. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering discretionary and non-discretionary investment management, financial planning, and family office solutions. The firm employs a team-based approach with customized strategies across asset classes, combining macroeconomic and security-level research to manage portfolios.

Nicholas Bozek is a Series 65-licensed financial advisor at F.L. Putnam Investment Management Company with seven years of experience, including a prior role at Timberland and earlier work at Rollins College. He is based in New York, NY. F.L. Putnam serves a diverse client base ranging from individual investors and families to institutions such as foundations and endowments. The firm provides customized, team-based investment management and advisory services across equities, fixed income, and alternatives, combining internally managed and third-party strategies with a research process that integrates macroeconomic and security-level analysis.

Robert Sherman is a CFP® and PFS™ with six years of industry experience. He is currently with F L Putnam Investment Management Co., where he has worked since 2023. His prior roles include positions at SVB Wealth LLC, Boston Private Wealth LLC, KLS Professional Advisors Group, and Gerstein Fisher. F L Putnam serves a diverse client base including individuals, families, and institutions, offering customized, team-based investment management and financial planning. The firm combines internally managed strategies with third-party managers across asset classes, integrating sustainable investing options and tax-aware rebalancing.

Jordan Press is a financial advisor at F L Putnam Investment Management Co. with five years of industry experience. He previously worked at MAI Capital Management for five years and JM Hartwell LP for over two decades. Jordan holds a Series 65 designation. F L Putnam serves a diverse client base including individuals, families, institutions, and registered investment companies. The firm offers customized, team-based investment management and financial planning, utilizing internally managed and third-party strategies across multiple asset classes with options for sustainable investing and tax-aware rebalancing.