Portland, ME Office

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.

Jessie Tierney is a CFP® with seven years of industry experience at F.L. Putnam Investment Management Co. in Portland, ME. She has been with the firm since 2004, contributing to its multi-team advisory services. F.L. Putnam serves a diverse client base including individual, high-net-worth, and institutional clients such as foundations and endowments. The firm offers customized portfolios using both internally managed and third-party strategies across multiple asset classes, employing strategic asset allocation with tactical flexibility.

Matthew Fischer is a financial advisor at F L Putnam Investment Management Co. in Portland, ME. He holds Series 65 and Series 66 licenses and has two years of industry experience. Prior to joining F L Putnam, he worked at Charles Schwab Bank SSB and spent over a decade at Mabels Lobster Claw. 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 with both internal and third-party managers and is notable for managing the AOG Institutional Fund and owning Darwin Trust Company of New Hampshire, LLC.

Jill Hibyan is a CFP® professional at F.L. Putnam Investment Management Co. in Portland, ME, with seven years of industry experience. She previously worked at R.M. Davis, Inc. and US Trust Bank of America, with a combined 19 years of prior experience before joining her current firm. F.L. Putnam serves a diverse client base including individual, high-net-worth, and institutional clients, offering a range of investment management and advisory services. The firm utilizes customized portfolios with both internally managed strategies and third-party managers across multiple asset classes, incorporating strategic asset allocation with tactical flexibility.

Scott Mazuzan is a CFP® with 11 years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Company since 2016. He holds a Series 63 registration and is based in Portland, ME. F.L. Putnam serves a diverse client base including individual investors, institutional clients, foundations, and endowments. The firm offers customized portfolios through internally managed strategies and third-party managers across multiple asset classes, employing a strategic asset allocation framework with tactical flexibility.

Benjamin O’Connor is a financial advisor at F.L. Putnam Investment Management Co. with 13 years of industry experience. His prior roles include positions at UBS Financial Services, UBS Securities LLC, and Jefferies LLC. He holds Series 63, Series 65, and Series 66 licenses. F.L. Putnam serves a diverse range of individual and institutional clients, offering investment management, financial planning, OCIO-style advisory, and consulting services. The firm utilizes internally managed strategies and third-party managers across multiple asset classes within a strategic asset allocation framework, and acts as the investment adviser to the AOG Institutional Fund.