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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 chairman of the St. Paul Parish Finance Council.
Susanne Stauffer
Senior Vice President, Portfolio Manager
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.
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 Compliance Officer as well as a Director of the firm. Among other community activities, she serves on a local youth sports board and has volunteered as a religious education teacher for many years.
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 the Finance Council and investment committee of the Roman Catholic Diocese of Portland and on the investment committees of Maine Initiatives and the Maine Community College System.
Steven N. Violin, CFA
Senior Vice President, Portfolio Manager
Mr. Violin received his A.B. with honors in mathematical economics from Colgate University, where his work in the economics of deforestation earned him the J. Melbourne Shortliffe Prize. Mr. Violin 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 is also a CFA® charterholder and a member of the CFA Institute and the Boston Security Analysts Society.
David 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.
Christian D. McVey
Senior Vice President, Marketing
Mr. McVey received his B.A. in political science from Vassar College. 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 has over 25 years of investment industry experience encompassing sales, portfolio management and client service. He formerly held the position of vice president at Anchor/Russell Capital Advisors. Mr. McVey is active in several non-profit organizations including service as a member of the development advisory board of Community Action, Inc.
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 Fleet National Bank in Providence, RI. Ms. Bush continues her long history of community service as a trustee of the Portland Public Library and the Cumberland County YMCA. She is a former trustee of Mercy Hospital in Portland and continues to serve on the Investment Committee of Catholic Health East in Philadelphia, Pennsylvania.
Andrew B. Wetzel, CFA
Vice President, 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. He is a CFA® charterholder and a member of the CFA Institute. Mr. Wetzel is also a member of the Boston Security Analysts Society.
Robert F. Taylor, CFA
Research Analyst
Mr. Taylor received a B.A. in history from St. Bonaventure University and a master of science in investment management from Boston University's Graduate School of Management. He has over 15 years of experience in the securities industry, previously holding positions in equity and fixed income trading. Mr. Taylor is a CFA® charterholder and a member of the CFA Institute and the Boston Security Analysts Society.
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