Capital Markets
Company Overview of Putnam Investment Management, LLC
Company Overview
One Post Office Square
Boston, MA 02109
United States
Founded in 1937
Key Executives for Putnam Investment Management, LLC
Putnam Investment Management, LLC Key Developments
Putnam Investments announced a new leadership structure for its Global Asset Allocation (GAA) investment organization. Effective immediately, the team will be led by Co-Heads James Fetch, Robert Kea, Robert Schoen, and Jason Vaillancourt. All four Co-Heads are long-time Putnam GAA veterans, who average 22 years of overall investment experience, including a combined nearly 75 years of experience at Putnam. Working closely with Walter C. Donovan, Chief Investment Officer at Putnam, the new leadership team will be responsible for overall strategy and positioning of the GAA products, which include asset and risk allocation, absolute return, and retirement and college savings. As a team, they will continue to manage the Putnam Absolute Return 500 Fund, Putnam Absolute Return 700 Fund, Putnam Dynamic Asset Allocation Funds, Putnam Dynamic Risk Allocation Fund, Putnam Retirement Income Lifestyle Funds, Putnam RetirementReady Funds, Putnam's Total Return institutional portfolio, and portfolios within Putnam 529 for America. Jeff Knight, who previously led the group, has left the firm to pursue other opportunities. Fetch, who has been in the investment industry for nearly 20 years, joined Putnam in 1994. Kea joined Putnam in 1989. Schoen, who has nearly 25 years of investment industry experience, joined Putnam in 1997. Vaillancourt, who brings 20 years of investment industry experience, has been with Putnam since 2000.
Gabriela Heffernan was named regional director for the South West for Putnam Investments' 401(k) team. Heffernan comes to Putnam from Prudential Retirement, where she spent the last ten years as the regional sales director for Southern California. Before Prudential, she was an investment adviser with Merrill Lynch. Heffernan, who replaces John McKeehan, is joining an expanding Putnam defined contribution (DC) organization that addresses increased market interest and plans additional hires throughout 2013.
Counsel Portfolio Services announced the appointment of Putnam Investments Inc., Franklin Resources Inc. and Mackenzie Financial Corporation as sub-advisors for Counsel Fixed Income effective immediately. Putnam will assume a high yield fixed income mandate, Franklin Templeton will assume a global fixed income mandate and Mackenzie will assume a Canadian core fixed income mandate. Concurrently, Mackenzie Financial Corporation has been appointed sub advisor to Counsel Money Market.
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