Putnam Investment Management, LLC
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About this Advisor
Kathleen Irish is an advisor whose office is in Boston, Massachusetts. Currently an advisor with Putnam Investment Management, LLC, Irish has 15 years of practice in the financial advisory industry. Irish holds Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Irish can act as a financial advisor based out of Massachusetts. Irish has worked their whole career at Putnam Investment Management, LLC. Putnam Investment Management, LLC is based out of Boston, Massachusetts. As a company, Putnam Investment Management, LLC oversees $92 billion in assets dispersed across 160 accounts and retains more than 272 people. The firm's total assets under management makes it one of the largest financial advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the firm's 160 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Putnam Investment Management, LLC offers portfolio management for investment companies and portfolio management for pooled investment vehicles. The firm may charge clients 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
Kathleen Irish Work History
Kathleen has 15 years of experience.
Putnam Inv./Putnam Retail Management
Kathleen Irish has no disclosures.
Please visit their SEC profile for more details.