Kathleen
Irish

Putnam Investment Management, LLC

CRD#2336305
Investment Advisor
in Boston, MA
Are you Kathleen Irish? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 63, Series 65

Years of Experience

15 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

$91,746,601,063

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

272

MA Average: 118
Total Number of Accounts

160

MA Average: 4,567
Average Account Size

$573,416,257

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

Kathleen Irish Work History

Kathleen has 15 years of experience.

2003 - Present (16 years)

Putnam Inv./Putnam Retail Management

Disclosures

Kathleen Irish 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