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R. THOMAS MANNING JR., CFA
Chief Executive Officer
President
Mr. Manning is responsible for directing the long-term growth and investment strategy for F.L.Putnam. He has more than twenty-five years of experience in leadership positions in the investment management industry.

Prior to joining the firm, Tom served as chief investment officer and as a member of the executive committee at Boston Private Wealth LLC, the wealth management division of Boston Private Bank & Trust Company, which managed and advised on over $9 billion in assets. He previously served in the same capacity at Banyan Partners and was the CEO and chief investment officer at Silver Bridge Advisors, a Boston-based boutique investment advisory firm.

Earlier in his career, Mr. Manning served as managing director of Portfolio Advisory Services for Bank of America where he oversaw 60 portfolio managers and $26 billion in assets for the Private Banking division. He was also a market investment executive within the Private Clients Group of FleetBoston Financial.
 
ELLEN FLAHERTY
Senior Vice President
Chief Operating Officer
Ms. Flaherty has served in various roles at F.L.Putnam and is currently the chief operating officer and chief compliance officer, overseeing daily operations and managing regulatory issues for the firm.

Ellen lives in Scarborough, ME with her family where she serves on a local youth sports board and participates in several other community activities.
 
ROBERTSON P. BREED, CFA
Senior Vice President
Portfolio Manager
Mr. Breed, a CFA® charterholder, is responsible for portfolio construction and implementation of investment strategies for individuals, families, endowments and foundations. He has over 30 years of industry experience. Prior to joining the firm, Rob gained a broad range of experience in equity, fixed income and derivatives trading as a member of E.F.Hutton's Principal Training Program, where he ultimately was positioned as an Institutional Equity Trader for Hutton.

Rob and his family live in Cape Elizabeth.
 
ELLEN K. HAZEN, CFA
Senior Vice President
Portfolio Manager
Ms. Hazen, a CFA® charterholder, is responsible for portfolio construction and implementation of investment strategies for individuals, families, endowments and foundations. She has over 20 years of industry experience. Prior to joining F.L.Putnam, Ellen 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.

Ellen 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).
 
D.J. SHAUGHNESSY, CFA
Senior Vice President
Portfolio Manager
Mr. Shaughnessy, a CFA® charterholder, is responsible for portfolio construction and implementation of investment strategies for individuals, families, endowments and foundations. He has over 20 years of industry experience.

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.
 
STEVEN N. VIOLIN, CFA
Senior Vice President
Portfolio Manager
Mr. Violin, a CFA® charterholder, is responsible for portfolio construction and implementation of investment strategies for individuals, families, endowments and foundations. He has 16 years of industry experience, all of them with F.L.Putnam.

Steven is actively involved in a number of charitable organizations and community organizations.
 
ANDREW B. WETZEL, CFA
Senior Vice President
Portfolio Manager
Mr. Wetzel, a CFA® charterholder, works with institutional and private clients on all aspects of the investment process including policy development and implementation. Andrew also oversees the firm’s research efforts, from fundamental security, sector, market and thematic work to the integration of ESG analysis throughout the investment process. Over the last thirteen years, Andrew has helped clients align their investment portfolios with their values and has guided F.L.Putnam’s approach through an increasingly complex ESG/SRI landscape.
 
MARY L. WONG, CFA
Research Analyst
Ms. Wong is a research analyst providing support to the firm-wide investment process and portfolio management, including fundamental and ESG research. Prior to joining F.L.Putnam, she spent over a decade as an equity analyst covering a variety of equity markets, including emerging markets, international and various sectors of the U.S. market, at Citibank, Smith Barney, Loomis Sayles and Middleton & Company.

Mary is involved with several non-profit organizations focused on the environment and conservation.
 
MATT MIGLIOZZI
Due Diligence Analyst
Mr. Migliozzi performs investment research and manager due diligence. Prior to joining the firm, Matt held positions at Bloomberg, Manulife Asset Management and State Street Global Advisors.
 
ABBY PSYHOGEOS
Senior Vice President
Private Client Advisor
Ms. Psyhogeos is a private client advisor and has over 29 years of industry experience. Prior to joining F.L.Putnam, she served in various positions at Bainco International Investors as partner, president and senior portfolio strategist, delivering individualized investment and wealth management strategies to high net worth clients.
 
GLEN P. MARTIN, CFP®
Private Client Advisor
Mr. Martin is a private client advisor who helps clients develop financial plans to build, protect and transition their wealth. He was most recently at Baystate Financial as a financial planner/financial advisor and a consultant at FUSE Research Network. Glen spent 30 years at Bank of America and its predecessor organizations, most recently as Market Executive of U.S. Trust in the New England market, where he led advisors focused on developing high net worth clients.
 
SCOTT MAZUZAN, CFP®
Private Client Advisor
Mr. Mazuzan is a private client advisor and financial planner. In addition to working with clients, he writes for F.L.P’s financial planning blog. Prior to working in personal finance, Scott spent several years working in international and higher education.

Scott lives in the Portland area with his wife and two sons.
 
JESSIE BUTLER
Senior Account Officer
Ms. Butler is a senior account officer directing client administration and has over 16 years of industry experience. Prior to joining the firm, Jessie was a client account administrator for Investment Management & Consulting Group and a mutual fund accountant with Forum Financial.

A native Vermonter, Jessie lives in Gorham, ME with her husband and two children.
 
SUZANNE CARROLL
Senior Account Officer
Ms. Carroll is a senior account officer directing client administration. Previously, Suzanne was a Flight Instructor at the Christa McAuliff Center at Framingham State University.

In her spare time, Suzanne volunteers for Ruff Tales Rescue.


 
LORRAINE T. KOBLANTZ
Senior Account Officer
Ms. Koblantz is a senior account officer directing client administration. Prior to joining the firm in 1987, Lorraine worked at Boston Security Counselors. She became interested in the financial field as a co-op student and obtained a stock broker’s license as well.
 
JONATHAN LIFF
Account Officer
Mr. Liff is an account officer and sees to day-to-day client administration. In addition, Jon works alongside the portfolio managers and private client advisors to process trades in accordance with the asset allocation guidelines. Prior to joining the firm, Jon was an operations analyst at MG Financial Services and a corporate actions specialist with Brown Brothers Harriman.
 
KATIE EXCHANGE
Account Officer
Ms. Exchange is an account officer and sees to day-to-day client administration. Katie is originally from Gorham, Maine and attended the University of Maine, where she graduated summa cum laude with a major in Business Management with a concentration in Entrepreneurship and a minor in Innovation Engineering.

Katie lives in Windham with her husband and two labs.
 
JOANNE M. VACIRCA
Account Officer
Ms. Vacirca has been with the firm since 1988 and is currently an account officer administering client accounts. In addition to working at F.L.Putnam, Joanne teaches most levels of math at Mansfield High School.
 
JACQUI BORUKHOV
Account Officer
Ms. Borukhov is an account officer and sees to day-to-day client administration. Prior to joining the firm, she spent 3 years at Capitol Financial Advisors in client services. Jacqui worked in special education for many years before transitioning to finance.
 
ALBERT J. PARENT
Chief Technology Officer
Mr. Parent oversees the firm’s IT infrastructure, architecture, development, and support capabilities. He has over 25 years of experience in the technology and financial services industries.

Prior to F.L.Putnam, he served in leadership roles at State Street Corporation, Atlantic Trust Private Wealth Management, Banyan Partners and Silver Bridge Advisors, where he was chief technology officer.

Albert lives in Kingston, MA with his wife and three children.
 
MICHAEL A. KARLONAS
Director of Operations
Mr. Karlonas is responsible for day-to-day investment operations and systems, including portfolio accounting and performance reporting, and trading. He has over 17 years of industry experience, nearly all with F.L.Putnam.

Mike lives in Gorham, ME, with his family where he coaches youth sports.
 
REBECCA McCORMICK
Operations Associate
Ms. McCormick supports daily operations for the firm including accounts payable and receivable. She previously held positions in the healthcare and insurance industries.
 
CHRISTIAN D. McVEY
Senior Vice President
Marketing
Mr. McVey directs the company's marketing and business development efforts and has over 30 years of investment industry experience encompassing sales, portfolio management and client service. Before joining F.L.Putnam, Chris 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.
 
WENDY M. BUSH
Vice President
Development
Ms. Bush is vice president of development and has worked for F.L.Putnam for over 30 years. 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.

Wendy has a long history of community service. In addition to her many current memberships, she was previously a trustee of the Portland Public Library and of Mercy Hospital.
 
JUDY HUVOS
Marketing Associate
Ms. Huvos is a marketing associate and has been with the company over 10 years. Previously, she was director of speakers and content for McQuillan Ventures. Prior to that, Judy worked for Brandeis University and the American Council for International Studies.

Judy volunteers for Read to a Child.
 
MARIA BARDALES
Administrative Assistant
Ms. Bardales is an administrative assistant for our Wellesley office. Prior to joining the firm, Maria spent several years in retail management and was a flight attendant with North American Airlines.
 
SARAH ROBINSON
Administrative Assistant
Ms. Robinson is an administrative assistant supporting the Portland office and contributes to our financial planning marketing efforts, specifically digital media, content marketing and outreach. Prior to joining the company, Sarah worked for Timberland as a digital media intern.
 
R. THOMAS MANNING JR., CFA
Chief Executive Officer
President
Mr. Manning is responsible for directing the long-term growth and investment strategy for F.L.Putnam. He has more than twenty-five years of experience in leadership positions in the investment management industry.

Prior to joining the firm, Tom served as chief investment officer and as a member of the executive committee at Boston Private Wealth LLC, the wealth management division of Boston Private Bank & Trust Company, which managed and advised on over $9 billion in assets. He previously served in the same capacity at Banyan Partners and was the CEO and chief investment officer at Silver Bridge Advisors, a Boston-based boutique investment advisory firm.

Earlier in his career, Mr. Manning served as managing director of Portfolio Advisory Services for Bank of America where he oversaw 60 portfolio managers and $26 billion in assets for the Private Banking division. He was also a market investment executive within the Private Clients Group of FleetBoston Financial.
 
ELLEN FLAHERTY
Senior Vice President
Chief Operating Officer
Ms. Flaherty has served in various roles at F.L.Putnam and is currently the chief operating officer and chief compliance officer, overseeing daily operations and managing regulatory issues for the firm.

Ellen lives in Scarborough, ME with her family where she serves on a local youth sports board and participates in several other community activities.
 
ROBERTSON P. BREED, CFA
Senior Vice President
Portfolio Manager
Mr. Breed, a CFA® charterholder, is responsible for portfolio construction and implementation of investment strategies for individuals, families, endowments and foundations. He has over 30 years of industry experience. Prior to joining the firm, Rob gained a broad range of experience in equity, fixed income and derivatives trading as a member of E.F.Hutton's Principal Training Program, where he ultimately was positioned as an Institutional Equity Trader for Hutton.

Rob and his family live in Cape Elizabeth.
 
ELLEN K. HAZEN, CFA
Senior Vice President
Portfolio Manager
Ms. Hazen, a CFA® charterholder, is responsible for portfolio construction and implementation of investment strategies for individuals, families, endowments and foundations. She has over 20 years of industry experience. Prior to joining F.L.Putnam, Ellen 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.

Ellen 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).
 
D.J. SHAUGHNESSY, CFA
Senior Vice President
Portfolio Manager
Mr. Shaughnessy, a CFA® charterholder, is responsible for portfolio construction and implementation of investment strategies for individuals, families, endowments and foundations. He has over 20 years of industry experience.

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.
 
STEVEN N. VIOLIN, CFA
Senior Vice President
Portfolio Manager
Mr. Violin, a CFA® charterholder, is responsible for portfolio construction and implementation of investment strategies for individuals, families, endowments and foundations. He has 16 years of industry experience, all of them with F.L.Putnam.

Steven is actively involved in a number of charitable organizations and community organizations.
 
ANDREW B. WETZEL, CFA
Senior Vice President
Portfolio Manager
Mr. Wetzel, a CFA® charterholder, works with institutional and private clients on all aspects of the investment process including policy development and implementation. Andrew also oversees the firm’s research efforts, from fundamental security, sector, market and thematic work to the integration of ESG analysis throughout the investment process. Over the last thirteen years, Andrew has helped clients align their investment portfolios with their values and has guided F.L.Putnam’s approach through an increasingly complex ESG/SRI landscape.
 
MARY L. WONG, CFA
Research Analyst
Ms. Wong is a research analyst providing support to the firm-wide investment process and portfolio management, including fundamental and ESG research. Prior to joining F.L.Putnam, she spent over a decade as an equity analyst covering a variety of equity markets, including emerging markets, international and various sectors of the U.S. market, at Citibank, Smith Barney, Loomis Sayles and Middleton & Company.

Mary is involved with several non-profit organizations focused on the environment and conservation.
 
MATT MIGLIOZZI
Due Diligence Analyst
Mr. Migliozzi performs investment research and manager due diligence. Prior to joining the firm, Matt held positions at Bloomberg, Manulife Asset Management and State Street Global Advisors.
 
ABBY PSYHOGEOS
Senior Vice President
Private Client Advisor
Ms. Psyhogeos is a private client advisor and has over 29 years of industry experience. Prior to joining F.L.Putnam, she served in various positions at Bainco International Investors as partner, president and senior portfolio strategist, delivering individualized investment and wealth management strategies to high net worth clients.
 
GLEN P. MARTIN, CFP®
Private Client Advisor
Mr. Martin is a private client advisor who helps clients develop financial plans to build, protect and transition their wealth. He was most recently at Baystate Financial as a financial planner/financial advisor and a consultant at FUSE Research Network. Glen spent 30 years at Bank of America and its predecessor organizations, most recently as Market Executive of U.S. Trust in the New England market, where he led advisors focused on developing high net worth clients.
 
SCOTT MAZUZAN, CFP®
Private Client Advisor
Mr. Mazuzan is a private client advisor and financial planner. In addition to working with clients, he writes for F.L.P’s financial planning blog. Prior to working in personal finance, Scott spent several years working in international and higher education.

Scott lives in the Portland area with his wife and two sons.
 
JESSIE BUTLER
Senior Account Officer
Ms. Butler is a senior account officer directing client administration and has over 16 years of industry experience. Prior to joining the firm, Jessie was a client account administrator for Investment Management & Consulting Group and a mutual fund accountant with Forum Financial.

A native Vermonter, Jessie lives in Gorham, ME with her husband and two children.
 
SUZANNE CARROLL
Senior Account Officer
Ms. Carroll is a senior account officer directing client administration. Previously, Suzanne was a Flight Instructor at the Christa McAuliff Center at Framingham State University.

In her spare time, Suzanne volunteers for Ruff Tales Rescue.


 
LORRAINE T. KOBLANTZ
Senior Account Officer
Ms. Koblantz is a senior account officer directing client administration. Prior to joining the firm in 1987, Lorraine worked at Boston Security Counselors. She became interested in the financial field as a co-op student and obtained a stock broker’s license as well.
 
JONATHAN LIFF
Account Officer
Mr. Liff is an account officer and sees to day-to-day client administration. In addition, Jon works alongside the portfolio managers and private client advisors to process trades in accordance with the asset allocation guidelines. Prior to joining the firm, Jon was an operations analyst at MG Financial Services and a corporate actions specialist with Brown Brothers Harriman.
 
KATIE EXCHANGE
Account Officer
Ms. Exchange is an account officer and sees to day-to-day client administration. Katie is originally from Gorham, Maine and attended the University of Maine, where she graduated summa cum laude with a major in Business Management with a concentration in Entrepreneurship and a minor in Innovation Engineering.

Katie lives in Windham with her husband and two labs.
 
JOANNE M. VACIRCA
Account Officer
Ms. Vacirca has been with the firm since 1988 and is currently an account officer administering client accounts. In addition to working at F.L.Putnam, Joanne teaches most levels of math at Mansfield High School.
 
JACQUI BORUKHOV
Account Officer
Ms. Borukhov is an account officer and sees to day-to-day client administration. Prior to joining the firm, she spent 3 years at Capitol Financial Advisors in client services. Jacqui worked in special education for many years before transitioning to finance.
 
ALBERT J. PARENT
Chief Technology Officer
Mr. Parent oversees the firm’s IT infrastructure, architecture, development, and support capabilities. He has over 25 years of experience in the technology and financial services industries.

Prior to F.L.Putnam, he served in leadership roles at State Street Corporation, Atlantic Trust Private Wealth Management, Banyan Partners and Silver Bridge Advisors, where he was chief technology officer.

Albert lives in Kingston, MA with his wife and three children.
 
MICHAEL A. KARLONAS
Director of Operations
Mr. Karlonas is responsible for day-to-day investment operations and systems, including portfolio accounting and performance reporting, and trading. He has over 17 years of industry experience, nearly all with F.L.Putnam.

Mike lives in Gorham, ME, with his family where he coaches youth sports.
 
REBECCA McCORMICK
Operations Associate
Ms. McCormick supports daily operations for the firm including accounts payable and receivable. She previously held positions in the healthcare and insurance industries.
 
CHRISTIAN D. McVEY
Senior Vice President
Marketing
Mr. McVey directs the company's marketing and business development efforts and has over 30 years of investment industry experience encompassing sales, portfolio management and client service. Before joining F.L.Putnam, Chris 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.
 
WENDY M. BUSH
Vice President
Development
Ms. Bush is vice president of development and has worked for F.L.Putnam for over 30 years. 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.

Wendy has a long history of community service. In addition to her many current memberships, she was previously a trustee of the Portland Public Library and of Mercy Hospital.
 
JUDY HUVOS
Marketing Associate
Ms. Huvos is a marketing associate and has been with the company over 10 years. Previously, she was director of speakers and content for McQuillan Ventures. Prior to that, Judy worked for Brandeis University and the American Council for International Studies.

Judy volunteers for Read to a Child.
 
MARIA BARDALES
Administrative Assistant
Ms. Bardales is an administrative assistant for our Wellesley office. Prior to joining the firm, Maria spent several years in retail management and was a flight attendant with North American Airlines.
 
SARAH ROBINSON
Administrative Assistant
Ms. Robinson is an administrative assistant supporting the Portland office and contributes to our financial planning marketing efforts, specifically digital media, content marketing and outreach. Prior to joining the company, Sarah worked for Timberland as a digital media intern.
 
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