AP

Albert Parent

Chief Technology Officer

F.L.Putnam Investment Management Company

Wellesley, Massachusetts


Contact Information

Email
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Company Information

Company
F.L.Putnam Investment Management Company
Industry
investment management
Employees
130.0
Seniority
C suite
Annual Revenue
23333000.0
Latest Funding
Other

Technologies

Outlook Microsoft Office 365 Oracle Cloud Salesforce WordPress.org Mobile Friendly Gravity Forms Google Font API Google Maps Google Tag Manager Android IoT Node.js Python Flutter SharePoint Circle Sigma AI

Keywords

wealth management investment management socially responsible investing esg investing financial planning retirement planning estate planning foundations millennials sustainable investing consulting family offices investment advisory institutions thematic investing portfolio management client-centric advisory services equity investment fixed income solutions risk management customized portfolios asset allocation financial consulting performance reporting esg analysis portfolio diversification tax management wealth transfer multi-family offices impact investing financial advisors investment policy statement tax optimization alternative investments manager selection due diligence investment strategies market analysis liquidity planning compliance fundamental research portfolio construction cash flow management investment culture financial goals risk assessment best practices investment vehicles innovative investing client engagement team collaboration decision-making process personalized financial advice financial services law practice legal services management consulting

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