Putnam Investment Management, LLC
About this Advisor
Jo Ferullo is a chartered financial analyst who works out of Boston, Massachusetts, who has 11 years in the industry. Ferullo is an employee of Putnam Investment Management, LLC. Throughout their career, they have worked at State Street Bank & Trust Co and Putnam Inv./Putnam Retail Management. Ferullo has a Series 63 license, qualifying them as a securities agent, and is registered to work in Massachusetts. Putnam Investment Management, LLC is a firm headquartered in Boston, Massachusetts. It manages $104 billion in assets among its 166 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Putnam Investment Management, LLC provides a few services, such as portfolio management for investment companies and portfolio management for pooled investment vehicles. Financial advisory fee schedules typically depend on which services the firm provides the client. Fee types charged by Putnam Investment Management, LLC may include some blend 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
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.