PORTLAND, Maine, March 29, 2019 /PRNewswire/ — F.L.Putnam Investment Management Company today announced that Robertson P. Breed, CFA, Senior Vice President and Portfolio Manager has been named to the Barron’s list of America’s Top 1,200 Financial Advisors for a second time. Mr. Breed is one of just six financial advisors in Maine to make the 2019 list and F.L.Putnam is the only independent registered investment advisor (RIA) ranked in the State of Maine.
“I am extremely proud of Rob for making this prestigious list again. This recognition by Barron’s reflects his talent, passion and dedication to his clients over the past few decades,” said Tom Manning, CEO at F.L.Putnam.
Mr. Breed has been serving the financial needs of high-net-worth individuals and families, foundations and endowments for more than 25 years. He started his career at E.F.Hutton and joined F.L.Putnam in 1991. Mr. Breed now serves as the most senior portfolio manager on the F.L.Putnam investment team. An active member of the Maine community, Mr. Breed currently sits on the investment committees for the Roman Catholic Diocese of Portland and the Maine Community College System. He also has a long association with Maine Initiatives, which supports social, economic, and environmental causes throughout Maine.
About the Barron’s Ranking
The Barron’s ranking of the America’s Top 1,200 Financial Advisors is based on data provided by over 4,000 of the nation’s most productive advisors. To compile the ranking, Barron’s takes several factors into account including assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not a criterion.
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 Maine, Massachusetts, New Hampshire and Rhode Island. More information is available at www.flputnam.com.
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SOURCE F.L.Putnam Investment Management Company