DCIO- Senior Internal Investment Specialist
Putnam offers actively-managed mutual funds and Institutional strategies across equities, fixed income, absolute return, and alternatives.
As a Defined Contribution Investment Specialist for Putnam Investments, I partner with the top retirement consultants and plan advisors in the Mid Atlantic and Ohio Valley regions. With a robust catalogue of resources specific to client acquisition strategies, social media marketing best practices, and plan design analysis, we’re always open to engage in a dialogue around your practice. What we offer is industry leading thought leadership backed by world class DCIO investment options. Please reach out anytime. When I’m not consulting 401(k) teams, I enjoy maintaining an active lifestyle, spending time with my family and friends, playing golf, and cheering on my favorite sports teams- especially the Celtics! The views and opinions expressed are my own, are subject to change with market conditions, and are not meant as investment advice. I am affiliated with Putnam Retail Management.
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