Joseph Byrne

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Finance

Consumer Services

Profile

Joseph Patrick Byrne worked as an Investment Associate at Putnam U.S.
Holdings I LLC from 2004 to 2008.
He also worked as an Accountant at Brown Brothers Harriman & Co. in 2004.
Currently, he is a Vice President at LPL Financial LLC since 2016.
Mr. Byrne completed his undergraduate degree at the College of the Holy Cross (Massachusetts) in 2003.
He later obtained an MBA from Boston University in 2011.

Former positions of Joseph Byrne

Companies	Position	End
LPL Financial LLC LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy.	Analyst-Equity	31/10/2023
Putnam U.S. Holdings I LLC Putnam U.S. Holdings I LLC Investment ManagersFinance Provides asset management services	Corporate Officer/Principal	30/07/2008
Brown Brothers Harriman & Co. Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Provides brokerage services	Comptroller/Controller/Auditor	30/06/2004

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Training of Joseph Byrne

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Linked companies

Private companies	5
Putnam U.S. Holdings I LLC Putnam U.S. Holdings I LLC Investment ManagersFinance Provides asset management services	Finance
LPL Financial LLC LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy.	Finance
College of the Holy Cross (Massachusetts) College of the Holy Cross (Massachusetts) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Boston University Boston University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Brown Brothers Harriman & Co. Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Provides brokerage services	Finance