| Name | Title | Contact Details |
|---|---|---|
Shawn Scholz |
Vice President of Wealth Management Compliance | Profile |
Shawn Scholz |
Vice President Wealth Management Compliance | Profile |
Jeff Rowe |
AVP Retirement Services Compliance | Profile |
Jeff Clevenger |
Chief Compliance Officer and AML Compliance Officer | Profile |
Mark Buyle |
Senior Vice President, General Counsel and Chief Legal Officer | Profile |
Caledonian Global Fund Services is a Orlando, FL-based company in the Financial Services sector.
West Valley Properties is a Santa Clara, CA-based company in the Financial Services sector.
NW Financial Group is a Jersey City, NJ-based company in the Financial Services sector.
Rockmont Capital Partners is a Denver, CO-based company in the Financial Services sector.
F.L.Putnam Investment Management Company (F.L.Putnam) is an independent registered investment advisor with $1.4 billion in assets under management as of June 30, 2016. We have decades of experience providing a broad range of investment advisory, financial planning and investment management services to institutions and high-net-worth individuals throughout the U.S. and abroad. Our investment philosophy is centered on the belief that in-depth, rigorous bottom-up research including analysis of environmental, social and governance (ESG) factors coupled with top-down macroeconomic analysis are the foundation of a sound long-term portfolio strategy. We utilize an asset allocation framework, employ a hybrid architecture of proprietary global equity and fixed income strategies and take an open architecture approach to construct portfolios that meet each client’s financial objectives and risk tolerance. We are headquartered in Wellesley, MA with offices in Portland, ME and Portsmouth, NH