F.L.Putnam Investment Management Company Expands Financial Planning Team with Two Senior Hires

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F.L.Putnam Investment Management Company

Feb 20, 2019, 08:00 ET

WELLESLEY, Mass., Feb. 20, 2019 /PRNewswire/ -- F.L.Putnam Investment Management Company today announced that Laurie Faille, CFP® and Katharine Manning have joined the firm as Private Client Advisors. Both will be based in the firm's Wellesley, Massachusetts office.

"We continue to invest in talent, technology and tools that will help our clients build stronger financial futures. Laurie and Katharine have extensive financial planning and relationship management experience and we are thrilled to have them join our growing client advisory team," said Tom Manning, CEO at F.L.Putnam.

Ms. Faille has over fifteen years of experience in the investment industry. She joins F.L.Putnam from Proctor Financial where she served as a financial planner for individuals and families. Prior to Proctor, she held planning and business development roles at Seaward Management and Moors & Cabot. Ms. Faille received a Postgraduate Certificate in Financial Planning from Boston University and a B.A. from the University of Massachusetts. She holds the CERTIFIED FINANCIAL PLANNER™professional designation.

Ms. Manning most recently served as Vice President, Financial Consultant at Charles Schwab. During her thirteen-year tenure at Schwab, Ms. Manning was responsible for working with individuals and families to meet their financial goals and objectives. She started her career as an investment consultant at Salomon Smith Barney. Ms. Manning received a Postgraduate Certificate in Financial Planning from Boston University and a B.A. from the University of Massachusetts-Dartmouth.

About F.L.Putnam Investment Management Company
F.L.Putnam Investment Management Company, an SEC-registered investment advisory firm, provides investment management and financial planning advice and services to high net-worth clients, endowments, and foundations. For over 35 years, we have delivered a comprehensive set of solutions that help clients build, preserve, and manage their wealth. We serve clients from offices in Wellesley, MA, Portland, ME, Portsmouth, NH, and Providence, RI. More information is available at www.flputnam.com.

Contact:
KWM Communications LLC
Kellie Walsh
914-315-6072
[email protected]

SOURCE F.L.Putnam Investment Management Company