John V. Carberry President (800) 344-3435 x101 Email

Ellen Flaherty Senior Vice President, Chief Operating Officer (800) 356-1781 x152 Email

Robertson P. Breed, CFA Senior Vice President, Portfolio Manager (800) 356-1781 x153 Email

Steven N. Violin, CFA Senior Vice President, Portfolio Manager (800) 344-3435 x107 Email

Ellen K. Hazen, CFA Vice President, Portfolio Manager (800) 344-3435 x111 Email

D.J. Shaughnessy, CFA Vice President, Portfolio Manager (800) 356-1781 x157 Email

Susanne Stauffer Senior Portfolio Advisor (800) 344-3435 x106 Email

Andrew B. Wetzel, CFA Vice President, Portfolio Manager / Senior Research Analyst (800) 344-3435 x105 Email

Michelle M. Buckley Research Analyst (800) 344-3435 x102 Email

Christian D. McVey Senior Vice President, Marketing (800) 344-3435 x108 Email

Wendy M. Bush Vice President, Development (800) 356-1781 x158 Email

Michael A. Karlonas Portfolio Accountant (800) 356-1781 x154 Email

Jessica Bialas Account Officer (800) 344-3435 x104 Email

Jessie Butler Account Officer, Social Research Analyst (800) 356-1781 x156 Email

Suzanne Carroll Account Officer (800) 344-3435 x109 Email

Lorraine T. Koblantz Account Officer (800) 344-3435 x103 Email

Scott Mazuzan, CFP® Account Officer (800) 356-1781 x155 Email

Joanne M. Vacirca Account Officer (800) 344-3435 x110 Email

Judy Huvos Administrative Assistant (800) 344-3435 x100 Email

Rebecca McCormick Administrative Assistant (800) 356-1781 x151 Email

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

customization
Our approach to investing starts with a simple idea: Each client is different. Customization is the cornerstone of each client relationship. For decades we have built diversified portfolios that are tailored to meet the client’s specific investment goals. We don’t sell products or receive commissions. We have the freedom to choose from a global menu of investments, and the flexibility to adapt portfolios to clients’ social and ethical preferences.

clarity

Clarity and transparency are the building blocks for a long-term relationship. Clarity begins with a conversation where we define goals and create a unique investment policy statement – a roadmap for the investment strategy. From the start, our goal is 100% transparency. There are no hidden costs and the assets are safeguarded by an independent, third-party custodian.

communication
An investment strategy should not be on auto pilot. We are committed to communication; adapting to changing circumstances and reassessing goals. At every stage of the relationship, the client’s primary contact is the Portfolio Manager – the person selecting the investments and shaping the strategy.  No gatekeepers, just one-on-one conversations with an experienced investor.




Copyright © 2013 F.L.Putnam Investment Management Company. All Rights Reserved.
(Disclaimer)

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John V. Carberry




President

Mr. Carberry received his B.A. from Fairfield University and an M.B.A. from the Harvard Business School. Before joining F.L.Putnam, he spent 25 years with Salomon Brothers where he was a managing director. From 1998 to 2000, he was a trustee of the Liberty Funds Group and chairman of the board of the Liberty All-Star Funds. He is currently a corporator of the Partners Healthcare System and an overseer of Newton-Wellesley Hospital, where he was formerly a trustee and vice chairman of the board. Mr. Carberry also serves as treasurer and member of the executive committee of the Hyannisport Club. In addition, he is a member of the St. Paul Parish (Wellesley, MA) finance council.

jcarberry@flputnam.com     |     (800) 344-3435 x101

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Ellen Flaherty


Senior Vice President, Chief Operating Officer

Ms. Flaherty received her B.S. in accounting from Bentley College and has been with F.L.Putnam since 1990. She has served in various roles at F.L.Putnam and is currently the chief operating officer and chief compliance officer as well as a director of the firm. Ms. Flaherty lives in Scarborough, Maine, with her husband and four sons where she serves on a local youth sports board and participates in several other community activities.


eflaherty@flputnam.com     |     (800) 356-1781 x152

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Robertson P. Breed, CFA


Senior Vice President, Portfolio Manager

Mr. Breed, a CFA® charterholder, received his B.A. in economics from Bowdoin College and an M.B.A. in finance from New York University’s Leonard N. Stern School of Business. Selected for the prestigious E.F.Hutton Principal Training Program, he gained a broad range of experience in equity, debt, and derivative securities. Mr. Breed is a member of the CFA Institute, the Boston Security Analysts Society, and a founding board member of the Maine CFA Society. Among other community involvements, he currently serves on investment committees for the Roman Catholic Diocese of Portland, the Maine Community College System and Maine Initiatives.

rbreed@flputnam.com     |     (800) 356-1781 x153

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Steven N. Violin, CFA


Senior Vice President, Portfolio Manager

Mr. Violin received his A.B. with honors in mathematical economics from Colgate University. He also holds a master of science in investment management from Boston University’s Graduate School of Management, where he graduated with high honors as valedictorian of his class. Mr. Violin joined F.L.Putnam in 2000 and is a CFA® charterholder and a member of the CFA Institute and the Boston Security Analysts Society. Among other charitable activities, he has volunteered on service missions as an advisor to his church youth group, which has included working in soup kitchens, building homes through Habitat for Humanity, and other community service projects.

sviolin@flputnam.com     |     (800) 344-3435 x107

Hazen Ellen
Ellen K. Hazen, CFA




Vice President, Portfolio Manager

Ms. Hazen received her B.A. from Williams College and her M.B.A. from the Sloan School of Management at MIT. Prior to joining F.L.Putnam, she spent 13 years as a sector portfolio manager and senior equity research analyst at MFS Investment Management and served on the Research Management Committee and the Diversity Committee. She previously held positions at Putnam Investments, Goldman Sachs, and Morgan Stanley. She is a member of the CFA Institute and the Boston Security Analysts Society. She is involved with several non-profit organizations focused on women in the Investment Management industry, including Investing In Girls (IIG) and Smart Woman Securities (SWS).

ehazen@flputnam.com     |     (800) 344-3435 x111

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D.J. Shaughnessy, CFA


Vice President, Portfolio Manager

Mr. Shaughnessy, a CFA® charterholder, received his B.A. in economics from the University of Massachusetts and his M.B.A. from the Olin Graduate School of Management at Babson College. Before joining F.L.Putnam he was an analyst for the investment office overseeing the endowment of Bowdoin College. He formerly held the position of vice president and portfolio specialist with Wellington Management Company in Boston and also served as a consultant at Ibbotson Associates in Chicago. Mr. Shaughnessy currently serves on the board of Bath/Brunswick Big Brothers Big Sisters and enjoys coaching youth sports in the town of Brunswick.

dshaughnessy@flputnam.com     |     (800) 356-1781 x157

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Susanne Stauffer


Senior Portfolio Advisor

Ms. Stauffer received her B.A. from Boston University, where she also participated in the university’s MBA program. She has over 30 years of experience in managing portfolios for individuals and institutions at F.L.Putnam, where she is also a director of the firm. In addition, Ms. Stauffer served as vice president of the Advest Advantage Investment Trusts (mutual funds) and as portfolio manager of the Advest Advantage Income Fund from 1984 until 1995. She is a member of the CFA Institute and the Boston Security Analysts Society. She has also served as a governing board and/or finance committee member for several non-profit educational and healthcare institutions.

sstauffer@flputnam.com     |     (800) 344-3435 x106

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Andrew B. Wetzel, CFA




Vice President, Portfolio Manager/ Senior Research Analyst


Mr. Wetzel received his B.S. in business administration with a major in finance from Suffolk University in Boston, Massachusetts and his master of science in investment management from Boston University’s Graduate School of Management. Andrew has led our research department since 2003 and is a portfolio manager for institutional and private clients. He is an expert on Environmental, Social and Governance (ESG) issues as well as Socially Responsible Investing (SRI). Andrew is a CFA® charterholder and a member of the CFA Institute as well as a member of the Boston Security Analysts Society.

awetzel@flputnam.com     |     (800) 344-3435 x105

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Michelle M. Buckley




Research Analyst

Ms. Buckley graduated cum laude from Princeton University where she received her A.B. in history and a certificate in German. She is currently a CFA Level III candidate and holds series 7, 31, 66 and insurance licenses. Prior to joining F.L.Putnam, Ms. Buckley’s investment experience included equity analyst positions at RiverSource Investments, Eaton Vance and a start-up hedge fund, as well as roles in corporate finance and private wealth management.

mbuckley@flputnam.com     |     (800) 344-3435 x102

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Christian D. McVey


Senior Vice President, Marketing

Mr. McVey received his B.A. in political science from Vassar College.  He has over 25 years of investment industry experience encompassing sales, portfolio management and client service.  Before joining F.L.Putnam, he was the director of marketing at the investment advisory affiliate of one of Boston’s oldest and most respected law firms.  He formerly held the position of vice president at Anchor/Russell Capital Advisors.  Mr. McVey is a Rotarian and serves as a member of the board of directors of the North Andover Historical Society.

cmcvey@flputnam.com     |     (800) 344-3435 x108

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Wendy M. Bush


Vice President, Development

Ms. Bush received her B.A. in mathematics from Wellesley College, where she was elected to Phi Beta Kappa. Before joining F.L.Putnam, she worked with One Hundred Westminster Street, the trust/private banking division of the former Fleet National Bank in Providence, RI. Ms. Bush continues her long history of community service as a trustee of Mercy Hospital in Portland, the YMCA of Southern Maine and the Portland Public Library.

wbush@flputnam.com     |     (800) 356-1781 x158

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Michael A. Karlonas




Portfolio Accountant

Mike grew up in the Fryeburg, Maine area and earned his bachelor of science in business administration from Saint Joseph’s College of Maine. Mike started with the firm as an intern while at St. Joe’s and has been with F.L.Putnam since 2000.  He has over 13 years of experience in fund accounting and investment operations.  A lifetime New England sports fan, Mike coaches youth sports and lives in Gorham, Maine with his family.

mkarlonas@flputnam.com     |     (800) 356-1781 x154

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Jessica Bialas


Account Officer

Jessica is an account officer in our Wellesley office. She has been with the firm since 2011. Originally from Massachusetts, Jessica graduated from the Honors College at the College of Charleston in South Carolina with a bachelor of science in international business, and minors in both economics and French. In her free time, she volunteers as a girls’ youth soccer coach for a local town and plays in an intramural, adult soccer league in Boston.

jbialas@flputnam.com     |     (800) 344-3435 x104

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Jessie Butler


Account Officer, Social Research Analyst

Jessie is an account officer and social research analyst in our Portland office.  She has been with the firm since 2004.   A native Vermonter, Jessie received her bachelor of science degree in business administration from Lyndon State college in 2000 and has been working in the financial services industry ever since.  Jessie lives in Gorham, ME with her husband and son.  In her spare time, she enjoys beekeeping, gardening and keeping chickens.

jbutler@flputnam.com     |     (800) 356-1781 x156

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Suzanne Carroll


Account Officer 

Suzanne is an account officer in our Wellesley office. She has been with the firm since 2012. Suzanne graduated magna cum laude from Framingham State University where she received her B.S. in business administration. In her free time she enjoys running, baking and playing with her puppy.

scarroll@flputnam.com     |     (800) 344-3435 x109

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Lorraine T. Koblantz


Account Officer

Lorraine is an account officer in our Wellesley office, and has been with the firm since 1987, working at Boston Security Counselors before then. She’s a life-long resident of Massachusetts and graduated from Northeastern University with a bachelor of arts degree, majoring in anthropology. She became interested in the financial field as a co-op student and obtained a stock broker’s license as well. She is still interested in anthropology as a hobby, and is an avid sports fan.

lkoblantz@flputnam.com     |     (800) 344-3435 x103

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Scott Mazuzan, CFP®


Account Officer

Scott is an account officer in our Portland office. He has been with the firm since 2011. A native of Southern Maine, Scott studied psychology and Italian at the University of New Hampshire. During several years working in international and higher education, he traveled extensively – both abroad and in the U.S. Scott most recently worked for Charles Schwab & Co. in Denver, Colorado. He joined F.L.Putnam in July of 2011 after returning to Portland, where he lives with his family. Scott is an avid runner and enjoys gardening, reading, and taking advantage of Portland’s many restaurants. Scott received his CFP® certification in 2013, and has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.

smazuzan@flputnam.com     |     (800) 356-1781 x155

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Joanne M. Vacirca


Account Officer

Joanne is an account officer in our Wellesley office. She has been with the firm since 1988. A life-long resident of Boston, Joanne graduated from Boston College with a bachelor of arts degree in mathematics and earned her master’s degree in school administration from Cambridge College. In addition to working at F.L.Putnam, she is a high school math teacher. Joanne is an avid sports fan and enjoys travelling, figure-skating, swimming and spending time with her family.

jvacirca@flputnam.com     |     (800) 344-3435 x110

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Judy Huvos


Administrative Assistant

Judy is an administrative assistant in our Wellesley office and has been with the firm since 2003. Previously, she worked six years for McQuillan Ventures in Concord, MA. Judy received her bachelor of fine arts from The Boston Conservatory. An avid cook, she currently lives in Needham with her husband and their two sons.

jhuvos@flputnam.com     |     (800) 344-3435 x100

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Rebecca McCormick 


Administrative Assistant

Rebecca is an administrative assistant in our Portland office. Prior to joining the firm in 2014, she worked as an office administrator at Dental Arts of Portland. She previously held positions at IDEXX, Unum, and The Standard. Rebecca is native to Maine and received her BA in psychology from Bethel University. She enjoys her yoga practice, cooking, and music.


rmccormick@flputnam.com     |     (800) 356-1781 x151

F.L.Putnam Investment Management Company is an SEC-registered investment adviser, located in Wellesley, Massachusetts; Portland, Maine; and Portsmouth, New Hampshire.  F.L.Putnam Investment Management Company may only transact business in those states in which it is registered, or qualifies for an exception or exclusion from registration requirements. This website is limited to providing general information about F.L.Putnam Investment Management Company and its investment management and financial advisory services. F.L.Putnam Investment Management Company does not effect transactions in securities, nor render personalized investment advice over the Internet.