PORTLAND, Maine, March 15, 2017 /PRNewswire/ -- F.L.Putnam Investment Management Company ("F.L.Putnam"), today announced that senior vice president and portfolio manager Robertson P. Breed, a CFA® charterholder, has been named to Barron's "Top 1,200 Financial Advisors" list. Mr. Breed was one of just six advisors in Maine to make the list and F.L.Putnam was the only independent registered investment advisor (RIA) to have a financial advisor ranked in Maine.
"Rob has been a valuable asset to our team for over two decades. He is a leader and a mentor and has consistently demonstrated that he is one of the best advisors in the industry. We are thrilled that Barron's has honored him for his significant contributions to our firm and our clients over his long and distinguished career in the industry," commented 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 over two decades. 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
Barron's "Top 1,200 Financial Advisors" list ranks the best financial advisors in the U.S. by state. The ranking is based on a proprietary formula that has three major components: assets managed, revenues produced and quality of practice. An advisor's philanthropic work is also factored into the evaluation process. Barron's vetted over 4,000 of the nation's most productive advisors to compile this year's list.
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 30 years, we have delivered a comprehensive set of solutions that help clients build, preserve, and manage their wealth. With over $1.5 billion in assets under management, we serve clients from offices in Wellesley, MA, Portland, ME and Portsmouth, NH. More information is available at www.flputnam.com.
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Kellie Walsh May
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SOURCE F.L.Putnam Investment Management Company