Catherine
Mezes

Putnam Investment Management, LLC

CRD#6707595
Investment Advisor
in Boston, MA
Are you Catherine Mezes? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Catherine Mezes is a financial advisor who is based in Boston, Massachusetts. Currently a registered investment advisor at Putnam Investment Management, LLC, Mezes has 11 years of experience as a registered investment advisor. Mezes has a Series 66 license, which certifies the advisor as both a securities agent and an investment advisor representative. Mezes can work with clients in Massachusetts. Throughout their career, Mezes has worked at Old Lyme Beach Club, Putnam Retail Management, Camp Harkness, Golin, Michael Kors, University Of Notre Dame, College Of The Holy Cross and Summer Vacation. Putnam Investment Management, LLC is headquartered in Boston, Massachusetts. In total, Putnam Investment Management, LLC manages $92 billion in assets throughout 160 client accounts and employs more than 272 people. The firm's total assets under management makes it one of the largest investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the firm's 160 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Putnam Investment Management, LLC can provide 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 66

Years of Experience

11 years

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

No

Office Location

100 Federal St
Boston, MA 02110

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Putnam Investment Management, LLC Brokerage Details

Total Assets Under Management

$88,631,299,657

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

303

MA Average: 118
Total Number of Accounts

154

MA Average: 4,567
Average Account Size

$575,527,920

MA Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

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

Catherine Mezes Work History

Catherine has 11 years of experience.

2016 - Present (3 years)

Putnam Retail Management

2016 - 2016 (< 1 year)

Camp Harkness

2016 - 2016 (< 1 year)

Summer Vacation

2015 - 2016 (1 year)

University Of Notre Dame

2015 - 2015 (< 1 year)

Summer Vacation

2014 - 2014 (< 1 year)

Golin

2014 - 2015 (1 year)

University Of Notre Dame

2014 - 2014 (< 1 year)

Summer Vacation

2014 - 2014 (< 1 year)

Maslansky + Partners

2013 - 2014 (1 year)

Michael Kors

2013 - 2013 (< 1 year)

University Of Notre Dame

2013 - 2013 (< 1 year)

University Of Notre Dame

2013 - 2013 (< 1 year)

Camp Greylock

2013 - 2013 (< 1 year)

Michael Kors

2012 - 2012 (< 1 year)

College Of The Holy Cross

2012 - 2012 (< 1 year)

University Of Notre Dame

2011 - 2011 (< 1 year)

Old Lyme Beach Club

2011 - 2012 (1 year)

College Of The Holy Cross

2010 - 2011 (1 year)

Lyme-Old Lyme High School

2010 - 2010 (< 1 year)

Old Lyme Beach Club

2009 - 2010 (1 year)

Lyme-Old Lyme High School

2009 - 2009 (< 1 year)

Old Lyme Beach Club

2007 - 2009 (2 years)

Lyme-Old Lyme High School

Disclosures

Catherine Mezes has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started