Putnam Investment Management, LLC

Investment Advisor
in Boston, MA

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About this Advisor

Caitlin Baggeroer is an investment advisor who works out of Boston, Massachusetts. Currently a registered investment advisor with Putnam Investment Management, LLC, Baggeroer has 12 years of work experience. Baggeroer holds Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Baggeroer is registered to serve customers based out of Massachusetts. During their career, Baggeroer has held roles at Putnam Inv./Putnam Retail Management and Mercury Brewing Company. Putnam Investment Management, LLC is located in Boston, Massachusetts. Overall, Putnam Investment Management, LLC oversees $89 billion in assets dispersed across 154 accounts and retains more than 303 people. The amount of assets the firm manages places it among the biggest firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the advisory firm's 154 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Putnam Investment Management, LLC offers portfolio management for investment companies and portfolio management for pooled investment vehicles. The firm may charge clients asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 years

Services Offered

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


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


MA Average: 118
Total Number of Accounts


MA Average: 4,567
Average Account Size


MA Average: $3,506,186

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Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Caitlin Baggeroer Work History

Caitlin has 13 years of experience.

2011 - Present (9 years)

Putnam Inv./Putnam Retail Management

2007 - 2010 (3 years)

Mercury Brewing Company


Caitlin Baggeroer has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Putnam Investment Management, LLC

Shannon Elia
Boston, MA
Alexandra Nawoichik
Boston, MA
Kyle Bramble
Boston, MA
Sean Healy
Boston, MA
Stephen Mclean
Boston, MA
George Moore
Boston, MA
Daniel Fogarty
Boston, MA
Andrew Humberd
Boston, MA

This content was compiled from the SEC and FINRA.

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