Angela
Derubertis

Putnam Investment Management, LLC

CRD#6971004
Investment Advisor
in Boston, MA

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About this Advisor

Angela Derubertis is a financial advisor based in Boston, Massachusetts, working with Putnam Investment Management, LLC. Angela has previously held positions at University Of New Hampshire, Corvinus Business School, Moscatiello's Italian Restaurant, Epoch Restaurant, Technology Business Research Inc, Alku Technologies, New York Independent System Operator, Goldman Sachs & Co. LLC, Putnam Investments/Putnam Retail Management, and The Ayco Company, L.P./Mercer Allied. Angela has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Massachusetts. Currently, Angela is part of Putnam Investment Management, LLC, which operates out of Boston, Massachusetts. The firm has 330 employees and manages assets totaling $97.9 billion. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. The fee structure at Putnam Investment Management, LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

100 Federal St
Boston, MA 02110

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Putnam Investment Management, LLC Brokerage Details

Total Assets Under Management

$97,851,190,759

MA Average: $16,012,751,954
Total Number of Employees

330

MA Average: 118
Total Number of Accounts

180

MA Average: 4,567
Average Account Size

$543,617,726

MA Average: $3,506,186

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Angela Derubertis Work History

2021 - Present (3 years)

Putnam Investments/Putnam Retail Management

2021 - 2021 (< 1 year)

Goldman Sachs & Co. LLC

2018 - 2021 (3 years)

The Ayco Company, L.P./Mercer Allied

2017 - 2017 (< 1 year)

Alku Technologies

2017 - 2017 (< 1 year)

New York Independent System Operator

2016 - 2016 (< 1 year)

Corvinus Business School

2016 - 2017 (1 year)

Epoch Restaurant

2016 - 2016 (< 1 year)

Technology Business Research Inc

2014 - 2018 (4 years)

University Of New Hampshire

2012 - 2014 (2 years)

Moscatiello'S Italian Restaurant

Disclosures

Please visit the SEC profile of Angela Derubertis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Putnam Investment Management, LLC

Olivia Fredrick
Boston, MA
Jordan Reals
Boston, MA
Catherine Arnold
Boston, MA
Sara Curtis
Boston, MA
Patrick Laffin
Boston, MA
Alex Calabro
Boston, MA
Kelsy Phinney
Boston, MA
Robert Field
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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