Kasia
Ifill

Putnam Investment Management, LLC

CRD#6672568
Investment Advisor
in Boston, MA
Are you Kasia Ifill? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Disclosures

No

Office Location

100 Federal St
Boston, MA 02110

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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)

Marshalls

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

Disclosures

Kasia Ifill has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started