Rob Breed
Portfolio Manager-Equities at F.L. Putnam Investment Management Co.
Profile
Mr. Robertson P.
Breed, CFA MBA, is a Principal, Managing Director of Investment Advisory Services & Portfolio Manager at F.L.
Putnam Investment Management Co. He joined the firm in 1991 and is responsible for management of the firm’s Core U.S.
Equity Strategy.
In addition, Mr. Breed is Co-Chair of the firm’s Asset Allocation Committee and provides support to the firm-wide investment process, including both fundamental and technical research.
He has over 35 years of experience implementing investment policy, constructing portfolios and counseling individuals, families, endowments and foundations.
Prior to joining the firm, Mr. Breed gained a broad range of experience in equity, fixed income and derivatives trading as a member of E.F.
Hutton's Principal Training Program, where he was positioned as an Institutional Equity Trader for Hutton.
Mr. Breed received his BA Economics from Bowdoin College and an MBA from The Leonard N Stern School of Business.
He is a CFA charter holder.
Rob Breed active positions
| Companies | Position | Start |
|---|---|---|
F.L. Putnam Investment Management Co.
 F.L. Putnam Investment Management Co. Investment ManagersFinance F.L. Putnam Investment Management Co. is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. It has additional offices in Portland, Maine; Providence, Rhode Island and Wolfeboro, New Hampshire. The firm was founded in 1983 and is a subsidiary of F.L. Putnam Securities Co., Inc. F.L. They provides discretionary and non-discretionary investment management, investment advisory, investment consulting and financial planning services to individuals and their families as well as foundations, endowments, secondary schools, universities, religious organizations and corporations. | Portfolio Manager-Equities | 31/03/1991 |
Training of Rob Breed
| Bowdoin College | Undergraduate Degree |
| The Leonard N Stern School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
F.L. Putnam Investment Management Co.
F.L. Putnam Investment Management Co. Investment ManagersFinance F.L. Putnam Investment Management Co. is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. It has additional offices in Portland, Maine; Providence, Rhode Island and Wolfeboro, New Hampshire. The firm was founded in 1983 and is a subsidiary of F.L. Putnam Securities Co., Inc. F.L. They provides discretionary and non-discretionary investment management, investment advisory, investment consulting and financial planning services to individuals and their families as well as foundations, endowments, secondary schools, universities, religious organizations and corporations. | Finance |
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