The Putnam Advisory Company LLC
Legal Name: THE PUTNAM ADVISORY COMPANY, LLC
Full Contact Details
The Putnam Advisory Company LLC
100 FEDERAL ST, BOSTON, MA
617-292-1000
617-292-1625
Other Info
THE PUTNAM ADVISORY COMPANY, LLC is a Delaware Limited Liability Company with 35 employees, including 5 in advisory roles. While the number of clients served is unknown, the company's last reported SEC status is Approved, with a registration date of Oct 7, 1968.
Putnam Investments – ETFs, Mutual Funds, Institutional, and 529
Putnam offers actively-managed ETFs, mutual funds and Institutional strategies in global equities, fixed income, multi-asset, and alternatives.
Putnam Wealth Management
Insights, tips, and legislative updates on complex financial planning topics such as wealth transfer, tax and inflation risk, and retirement income planning.
Putnam Perspectives
Putnam's portfolio managers and analysts offer their experienced perspectives each week on the events making news and moving markets.
Direct Owners
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AARON M COOPER
CHIEF OPERATING OFFICER owns less than 5%
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ANDRA SLOANE BOLOTIN
CHIEF FINANCIAL OFFICER owns less than 5%
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BRIAN D LENHARDT
CHIEF OPERATIONAL OFFICER, INVESTMENT DIVISION owns less than 5%
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DENNIS WILLIAM KOHLI
CHIEF INVESTMENT OFFICER, FIXED INCOME owns less than 5%
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JAMES F. CLARK
CHIEF COMPLIANCE OFFICER owns less than 5%
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MICHAEL JOSEPH WOODALL
CHIEF OF OPERATIONS owns less than 5%
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PUTNAM ADVISORY HOLDINGS II, LLC
MEMBER owns 75% or more
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RICHARD SHEPHERD PERKINS
CHIEF INVESTMENT OFFICER, EQUITIES owns less than 5%
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ROBERT J SCHOEN
CHIEF INVESTMENT OFFICER, GLOBAL ASSET ALLOCATION owns less than 5%
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ROBERT LLOYD REYNOLDS
CHIEF EXECUTIVE OFFICER owns less than 5%
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ROBERT THOMAS BURNS
GENERAL COUNSEL owns less than 5%
Indirect Owners
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171263 CANADA INC.
SHAREHOLDER owns more than 50% but less than 75%
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ANDRE ROGER DESMARAIS
TRUSTEE
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GREAT-WEST FINANCIAL (CANADA) INC.
SHAREHOLDER owns 75% or more
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GREAT-WEST FINANCIAL (NOVA SCOTIA) CO.
SHAREHOLDER owns 75% or more
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GREAT-WEST LIFECO INC.
SHAREHOLDER owns 75% or more
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GREAT-WEST LIFECO U.S. LLC
MEMBER owns 75% or more
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GUY FORTIN
TRUSTEE
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MICHEL PLESSIS-BELAIR
TRUSTEE
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PANSOLO HOLDING INC.
SHAREHOLDER owns more than 50% but less than 75%
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PAUL GUY DESMARAIS
TRUSTEE
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POWER CORPORATION OF CANADA
SHAREHOLDER owns 75% or more
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POWER FINANCIAL CORPORATION
SHAREHOLDER owns more than 50% but less than 75%
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PUTNAM ACQUISITION FINANCING INC.
MEMBER owns 75% or more
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PUTNAM ACQUISITION FINANCING LLC
MEMBER owns 75% or more
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PUTNAM INVESTMENTS, LLC
SHAREHOLDER owns 75% or more
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PUTNAM U.S. HOLDINGS I, LLC
MEMBER owns 75% or more
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SOPHIE DESMARAIS
TRUSTEE
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THE DESMARAIS FAMILY RESIDUARY TRUST
SHAREHOLDER owns 75% or more
Prime Brokers
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GOLDMAN SACHS & CO. LLC
United States -
MERRILL LYNCH PROFESSIONAL CLEARING CORP.
United States -
UBS SECURITIES LLC
United States