F L Putnam Investment Management Co.

Aaron Rosen is a CFA® charterholder with 11 years of industry experience. He is currently with F.L. Putnam Investment Management Company and has held prior roles at AOG Wealth Management, American Elm Distribution Partners LLC, Copia Wealth Studios, and Lucia Capital Management. Rosen also offers non-investment advisory consulting services as a sole proprietor. F.L. Putnam Investment Management Company provides discretionary and non-discretionary investment management, financial planning, and family office solutions to individuals, families, foundations, corporations, and registered investment companies. The firm employs strategic asset allocation combined with tactical adjustments and utilizes both internally managed and third-party strategies across equities, fixed income, and alternatives.

Landon Fritch is a CFP® with nine years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Company since 2019. He previously worked at Financial Focus, Marliave, and Lincoln Financial. Outside of his advisory role, he is a co-owner of Don Fritch Family Farms, LLC, a farming business. F.L. Putnam Investment Management Company provides investment management, financial planning, and consulting services to a varied client base including individuals, families, foundations, and corporations. The firm employs a combination of strategic asset allocation and tactical adjustments, offering specialized strategies such as Optimized Indexing and socially responsible investing.

Grenville Gooder Jr. is a Series 65-licensed financial advisor at F.L. Putnam Investment Management Company with four years of industry experience. He previously worked for Ascension Asset Management LLC for 20 years. Gooder also provides trustee services for client trusts. F.L. Putnam Investment Management Company offers discretionary and non-discretionary investment management, financial planning, and family office solutions to a broad client base, including individuals, families, foundations, and corporations. The firm employs tailored client teams and written investment policy statements to guide portfolio management and uses a combination of internally managed strategies, third-party managers, and alternative investments across multiple asset classes.

Julia Vanzler is a CFP® with 16 years of industry experience, currently serving as a financial advisor at F L Putnam Investment Management Co. since 2023. She previously worked at Svb Private and Boston Private Wealth LLC. F L Putnam Investment Management Company provides discretionary and non-discretionary investment management, financial planning, and family office solutions to a diverse client base including individuals, families, foundations, and corporations. The firm combines strategic asset allocation with tactical adjustments and uses a range of internally managed strategies, third-party managers, mutual funds, ETFs, and alternative investments to construct client portfolios.

Nicholas Bozek is a Series 65-credentialed advisor at F.L. Putnam Investment Management Company with seven years of industry experience. He has worked at F.L. Putnam since 2019 and previously held roles at Timberland and Rollins College. F.L. Putnam Investment Management Company offers discretionary and non-discretionary investment management, financial planning, and family office solutions to a varied client base including individuals, families, foundations, and corporations. The firm employs a combination of strategic asset allocation and tactical adjustments using internally managed strategies, third-party managers, mutual funds, ETFs, and alternative investments to construct diversified portfolios.

Marianne Pursley is a CFP® with six years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Company since 2019. Prior to joining F.L. Putnam, she worked at BNY Mellon Wealth Management for 18 years. F.L. Putnam Investment Management Company provides discretionary and non-discretionary investment management, financial planning, and family office solutions to a broad client base including individuals, families, foundations, endowments, and corporations. The firm employs a combination of strategic asset allocation, tactical adjustments, and a range of investment vehicles, including proprietary and socially responsible strategies, to manage client portfolios.

Todd Engelhardt is a financial advisor at F L Putnam Investment Management Co. with 23 years of industry experience. His prior roles include positions at Cumberland Advisors and JP Morgan Chase. F L Putnam Investment Management Company provides investment management, financial planning, and family office solutions to a diverse client base, including individuals, families, foundations, and corporations. The firm employs a combination of strategic asset allocation and tactical adjustments, utilizing a range of investment strategies such as optimized indexing, socially responsible investing, and proprietary approaches.

Sarah Gosselin is a CFP® professional with seven years of experience in financial advising. She is currently with F L Putnam Investment Management Company and has prior experience at AOG Wealth Management and Kalos Capital, Inc. F L Putnam Investment Management Company offers discretionary and non-discretionary investment management, financial planning, and family office solutions to a wide range of clients including individuals, families, foundations, and corporations. The firm employs strategic asset allocation combined with tactical adjustments and utilizes both internally managed and third-party strategies across equities, fixed income, and alternatives.

Thomas Burleigh is a CFP® professional with six years of industry experience. He is currently with F.L. Putnam Investment Management Company and previously worked at CMH Wealth Management, LLC and Longfellow Investment Management Company. F.L. Putnam Investment Management Company offers discretionary and non-discretionary investment management, financial planning, and family office solutions to individuals, families, foundations, endowments, corporations, and other advisers. The firm employs strategic asset allocation combined with tactical adjustments and utilizes a range of investment vehicles, including proprietary and socially responsible strategies.

Robertson Breed is a CFA® charterholder with 22 years of industry experience, currently serving at F.L. Putnam Investment Management Company since 1991. He holds the Series 63 designation and is based in Portland, ME. F.L. Putnam Investment Management Company offers discretionary and non-discretionary investment management, financial planning, separately managed accounts, investment consulting, and family office solutions to a diverse client base including individuals, families, foundations, endowments, corporations, and registered investment companies. The firm employs a combination of strategic asset allocation and tactical adjustments, utilizing internally managed strategies, third-party managers, mutual funds, ETFs, and alternative investments to build client portfolios across multiple asset classes.

William O'Brien is a financial advisor at F.L. Putnam Investment Management Company with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America, Private Bank, for 17 years. F.L. Putnam Investment Management Company offers discretionary and non-discretionary investment management, financial planning, and family office solutions to individuals, families, foundations, endowments, corporations, and other advisers. The firm employs a combination of strategic asset allocation and tactical adjustments, utilizing internally managed strategies, third-party managers, mutual funds, ETFs, and alternative investments.

Ellen Hazen is a CFA® charterholder with nine years of industry experience. She has been with F L Putnam Investment Management Co. since 2013. F L Putnam Investment Management Company provides discretionary and non-discretionary investment management, financial planning, and family office solutions to a diverse client base including individuals, families, foundations, and corporations. The firm combines strategic asset allocation with tactical adjustments and utilizes a range of internally managed strategies, third-party managers, mutual funds, ETFs, and alternative investments to build client portfolios.

Daosith Lemay is a Certified Financial Planner (CFP®) with 21 years of industry experience. He has worked at F.L. Putnam Investment Management Co. since 2019 and previously spent 11 years at Financial Focus, Inc. F.L. Putnam Investment Management Company offers discretionary and non-discretionary investment management, financial planning, and family office solutions to a diverse client base including individuals, families, foundations, and corporations. The firm employs a combination of strategic asset allocation and tactical adjustments using a range of investment strategies and vehicles, and it also sponsors the AOG Institutional Fund and operates a wholly owned trust subsidiary.

Corey Pomerleau is a CFP® professional with five years of industry experience, currently affiliated with F L Putnam Investment Management Co. since 2020. Prior to this, he worked at Boston Private Wealth from 2016 to 2020. F L Putnam Investment Management Company offers discretionary and non-discretionary investment management, financial planning, and family office solutions to a diverse client base including individuals, families, foundations, endowments, corporations, and registered investment companies. The firm employs a combination of strategic asset allocation and tactical adjustments, utilizing both internally managed strategies and third-party managers across equities, fixed income, and alternative investments.

Robert Sherman is a CFP®, PFS™, and Series 65-registered financial advisor with five years of industry experience. He is currently with F L Putnam Investment Management Company and has previously worked at SVB Wealth LLC, Boston Private Wealth LLC, KLS Professional Advisors Group, LLC, and Gerstein Fisher. F L Putnam Investment Management Company provides discretionary and non-discretionary investment management, financial planning, separately managed accounts, investment consulting, and family office solutions to a diverse client base including individuals, families, foundations, endowments, corporations, registered investment companies, and other advisers. The firm employs a combination of strategic asset allocation and tactical adjustments using internally managed strategies, third-party managers, mutual funds, ETFs, and alternatives, and offers specialized approaches such as Optimized Indexing and socially responsible investing.