Putnam Investment Management, LLC
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About this Advisor
Jo Ferullo is a chartered financial analyst operating out of Boston, Massachusetts, who has been in the advisory business for 10 years. Ferullo is an advisor for Putnam Investment Management, LLC. During their career, Ferullo has held roles at State Street Bank & Trust Co and Putnam Inv./Putnam Retail Management. Ferullo holds a Series 63 license, qualifying them as a securities representative, and is approved to advise clients in Massachusetts. Putnam Investment Management, LLC is a financial advisory firm based out of Boston, Massachusetts. It has $89 billion in assets among its 154 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Putnam Investment Management, LLC offers a few services, including portfolio management for investment companies and portfolio management for pooled investment vehicles. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fees charged by Putnam Investment Management, LLC can include some combination of asset-based and performance-based fees.
Certifications and Registrations
Years of Experience
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Putnam Investment Management, LLC Brokerage Details
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Investment Advisory Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Jo Ferullo Work History
Jo has 11 years of experience.
Putnam Inv./Putnam Retail Management
State Street Bank & Trust Co
Jo Ferullo has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Putnam Investment Management, LLC