Catherine
Mezes

Putnam Investment Management, LLC

CRD#6707595
Investment Advisor
in Boston, MA

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About this Advisor

Catherine Mezes is a financial advisor working out of Boston, Massachusetts, who has been in the financial industry for 10 years. Mezes works at Putnam Investment Management, LLC. Throughout their career, Mezes has worked at Putnam Retail Management, Camp Harkness, Summer Vacation, University Of Notre Dame, Golin, Maslansky + Partners, Michael Kors, Camp Greylock, College Of The Holy Cross, Old Lyme Beach Club and Lyme-Old Lyme High School. Mezes maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Massachusetts. Putnam Investment Management, LLC is a registered investment firm that has its headquarters in Boston, Massachusetts. It manages $89 billion in assets under management across its 154 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Putnam Investment Management, LLC has a set of services, including portfolio management for investment companies and portfolio management for pooled investment vehicles. Financial advisory fees usually vary depending on the type of financial services. Fee types billed by Putnam Investment Management, LLC most likely are comprised of 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

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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

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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 (4 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

2012 - 2012 (< 1 year)

College Of The Holy Cross

2012 - 2012 (< 1 year)

University Of Notre Dame

2011 - 2012 (1 year)

College Of The Holy Cross

2011 - 2011 (< 1 year)

Old Lyme Beach Club

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

Disclosures

Catherine Mezes has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Putnam Investment Management, LLC

Shannon Elia
Boston, MA
Christopher Smirti
Boston, MA
Robert Costello Iii
Boston, MA
Austin Gilbert
Boston, MA
Tucker Donahoe
Boston, MA
Bradley Cohen
Boston, MA
Andrew Piatelli
Boston, MA
Jo Ferullo
Boston, MA

This content was compiled from the SEC and FINRA.

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