Putnam Investment Management, LLC

Investment Advisor
in Boston, MA
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About this Advisor

Kasia Ifill is a financial advisor operating in Boston, Massachusetts, with 11 years in the industry. Ifill works at Putnam Investment Management, LLC. Their career trajectory has included roles at Putnam Retail Managment, Raynham Athletic Club, Marshalls, Amherst College, Boston Private Bank, State Street Bank and Goldman Sachs. Ifill maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Massachusetts. Putnam Investment Management, LLC is an advisory business operating in Boston, Massachusetts. It oversees $92 billion in assets under management among its 160 customer accounts, placing it among the biggest firms in the nation by assets under management. The company has a set of services, such as portfolio management for investment companies and portfolio management for pooled investment vehicles. Fees charged by financial advisors are based on the type of financial services offered. Fees billed by Putnam Investment Management, LLC most likely include some blend 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



Office Location

100 Federal St
Boston, MA 02110

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Putnam Investment Management, LLC Brokerage Details

Total Assets Under Management


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


MA Average: 118
Total Number of Accounts


MA Average: 4,567
Average Account Size


MA Average: $3,506,186

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Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Kasia Ifill Work History

Kasia has 11 years of experience.

2017 - Present (2 years)

Putnam Retail Managment

2017 - Present (2 years)


2016 - 2016 (< 1 year)

Goldman Sachs

2015 - 2015 (< 1 year)

State Street Bank

2014 - 2014 (< 1 year)

Boston Private Bank

2013 - 2017 (4 years)

Amherst College

2011 - 2013 (2 years)

Raynham Athletic Club


Kasia Ifill has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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