LYNNFIELD, Mass. and PORTLAND, Maine, March 17, 2025 -- F.L.Putnam Investment Management Company today announced that Robertson P. Breed, CFA®, has been named to the Barron's Top 1,200 Financial Advisors list for the seventh consecutive year.
"Rob has been an exceptional asset to our team for over 30 years. He is an incredible resource for both our clients and our employees, and we are proud to see him recognized again by Barron's for his numerous accomplishments," commented Tom Manning, CEO of F.L.Putnam.
Mr. Breed serves as Managing Director of Investment Advisory Services, advising high-net-worth individuals and families, foundations, and endowments on their financial goals. He currently oversees F.L.Putnam's Core U.S. Equity Strategy, co-chairs its Asset Allocation Committee, and serves as a consultant to other RIAs who are seeking outsourced investment solutions. An active member of the Maine community, Mr. Breed is a Co-Founding Board Member of the CFA Society Maine and serves on the Investment Committees of the Maine Community College System and The Mitchell Institute. He also has a long association with numerous non-profit organizations throughout Maine.
Each year, the Barron's ranking of the Top 1,200 Financial Advisors list is based on data provided by more than 7,000 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 an explicit component, and F.L.Putnam did not pay a fee to participate.
About F.L.Putnam Investment Management Company
F.L.Putnam is an independent registered investment advisor that serves a broad and diverse group of clients including individuals, single and multi-family offices, endowments, foundations, and other RIAs. The firm provides a comprehensive suite of investment, financial planning, trust, and family office solutions that help clients build, preserve, and manage their wealth. Headquartered in Lynnfield, Massachusetts, F.L.Putnam has been serving clients nationally for more than 40 years. For more information, please visit www.flputnam.com or follow F.L.Putnam on LinkedIn.
Disclosure: Registration with the SEC should not be construed as an endorsement or an indicator of investment skill, acumen, or experience. Awards should not be considered a sign of investment acumen or endorsement by the awarding entity or of the awarding entity by F.L.Putnam. Nothing in this communication is intended to be or should be construed as individualized investment advice. Past performance may not be indicative of future results. All investment involves the risk of loss of principal.
Contact
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Kellie Walsh
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