Evan
Russo

Putnam Investment Management, LLC

CRD#7638900
Investment Advisor
in Boston, MA

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About this Advisor

Evan Russo is a financial advisor based in Boston, Massachusetts, working with Putnam Investment Management, LLC. Evan has previously held positions at Putnam Retail Management, Putnam Investments, Webster Bank, YMCA, School, College, and Allegiant Wealth Management. Evan has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Evan 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 66

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

Evan Russo Work History

2022 - Present (3 years)

Putnam Retail Management

2020 - 2022 (2 years)

Putnam Investments

2020 - 2021 (1 year)

College

2020 - 2020 (< 1 year)

Allegiant Wealth Management

2019 - 2019 (< 1 year)

Webster Bank

2019 - 2020 (1 year)

College

2018 - 2018 (< 1 year)

Ymca

2018 - 2019 (1 year)

College

2017 - 2017 (< 1 year)

Ymca

2017 - 2018 (1 year)

College

2012 - 2017 (5 years)

School

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Evan Russo 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
Catherine Arnold
Boston, MA
Sara Curtis
Boston, MA
Robert Field
Boston, MA
Kelsy Phinney
Boston, MA
Jordan Reals
Boston, MA
Alex Calabro
Boston, MA
Tiffany Dyson
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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