Catherine
Arnold

Putnam Investment Management, LLC

CRD#6707595
Investment Advisor
in Boston, MA

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About this Advisor

Catherine Arnold is a financial advisor working out of Boston, Massachusetts who has 6 years of relevant experience. Arnold is currently employed by Putnam Investment Management, LLC. Their career trajectory has included roles at Putnam Retail Management, Camp Harkness, Summer Vacation, University Of Notre Dame, Golin, Maslansky + Partners, Michael Kors and Camp Greylock. Arnold maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Massachusetts. Putnam Investment Management, LLC is a firm operating out of Boston, MA. It manages $91 billion in total assets between its 168 client accounts, placing it among the biggest firms in the United States by assets under management. The company provides a set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for pooled investment vehicles. Fees for financial management typically depend on the services. However, fees charged by Putnam Investment Management, LLC most likely include asset-based and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

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

$91,178,973,223

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

319

MA Average: 118
Total Number of Accounts

168

MA Average: 4,567
Average Account Size

$542,731,983

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

Catherine Arnold Work History

Catherine has been registered as a financial advisor for 6 years.*

2016 - Present (8 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 - 2015 (1 year)

University Of Notre Dame

2014 - 2014 (< 1 year)

Golin

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)

Michael Kors

2013 - 2013 (< 1 year)

Camp Greylock

2013 - 2013 (< 1 year)

University Of Notre Dame

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Catherine Arnold 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

Christopher Yuan
Boston, MA
Patrick Laffin
Boston, MA
Timothy Buick
Boston, MA
Gregory Shannahan
Boston, MA
Matthew Fothergill
Boston, MA
Daniel Johnson
Boston, MA
Catherine Arnold
Boston, MA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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