FLPutnam Investment Management Company

  • Investment Bank/Securities Brokerage
  • Lynnfield MA
  • 114 employees
  • Investment Management
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Company Overview

Headquarters
6 Kimball Ln, Lynnfield MA
Website
flputnam.com
Email
aw****@flputnam.com
Phone
(781) 235-6323
Employees
114
Founded in
1983
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 52591 Companies
NAICS Code 525 Companies
NAICS Code 5259 Companies
NAICS Code 52 Companies
SIC Code
SIC Code 672 Companies
SIC Code 67 Companies
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Financials & Stats

Revenue

$15B

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Who is FLPutnam Investment Management Company

FLPutnam Investment Management Company is an investment management firm based in Wellesley, Massachusetts. Employing around 100 people, the company generates an estimated $50 million in annual revenue. FLPutnam offers a range of services to high-net-worth individuals and institutional clients, such as endowments and foundations. These services encompass investment management, financial planning, and consulting. The company's goal is to empower clients to build, preserve, and manage their wealth effectively. With nearly four decades of experience, FLPutnam has established a comprehensive suite of solutions tailored to meet the diverse needs of its clientele. The company serves clients throughout the United States from offices strategically located in Maine, Massachusetts, New Hampshire, New York, and Rhode Island. For detailed disclosures, please visit www.flputnam.com/disclosures.

Company Leadership

Lucy Rohner

Executive Assistant to Chief Executive Officer

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Thomas Fay

Regional President, Rhode Island

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Chip Laibl

owner

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Molly O'Connor

Chief People Officer

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Susanne Stauffer

SVP

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FLPutnam Investment Management Company Industry Tags

Wealth Management
Investment Management
Socially Responsible Investing
ESG Investing
Financial Planning
Retirement Planning
Estate Planning
Foundations
Millennials
Investment Bank/Securities Brokerage
Management Investment
Open-ended
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FLPutnam Investment Management Company Tech Stack

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FAQ

What is the location of FLPutnam Investment Management Company's headquarters?
The headquarters of FLPutnam Investment Management Company are situated at 6 Kimball Ln, Lynnfield MA
What is FLPutnam Investment Management Company's phone number?
FLPutnam Investment Management Company's contact number is (781) 235-6323.
What is FLPutnam Investment Management Company's official website?
The official website of FLPutnam Investment Management Company can be found at flputnam.com.
What is FLPutnam Investment Management Company's current revenue?
As of April 2024, FLPutnam Investment Management Company's annual revenue reached $15B.
How many employees does FLPutnam Investment Management Company currently have?
FLPutnam Investment Management Company employs approximately 114+ people as of April 2024
Which industries is FLPutnam Investment Management Company primarily operating in?
FLPutnam Investment Management Company operates in the following industries: Investment Management
Who is the Executive Assistant to Chief Executive Officer of FLPutnam Investment Management Company?
FLPutnam Investment Management Company's Executive Assistant to Chief Executive Officer is Lucy Rohner
What are FLPutnam Investment Management Company's industry tags?
FLPutnam Investment Management Company's industry tags include: Wealth Management, Investment Management, Socially Responsible Investing
When was FLPutnam Investment Management Company founded?
FLPutnam Investment Management Company was founded in 1983.

Employee Directory

Key Employees

Thomas Manning

Chief Executive Officer & President

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Mark Hayes

PC Specialist / Network Engineer and Avaya VoIP System Engineer

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Jake Mercier

RIA Relationship Manager

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Robert Abballe

Principal of Atrato Consulting

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Robertson Breed

Principal | Managing Director of Investment Advisory Services | Portfolio Manager

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Valerie Brown

Account Officer, Paraplanner

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Rene Yost

Software Engineer

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Caroline Lumnah

Marketing Associate

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