Putnam Investment Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Patrick Caine is an advisor in Boston, Massachusetts. Currently an investment advisor with Putnam Investment Management, LLC, they have gathered 12 years of experience in the financial advisory industry. Caine holds Series 65 and Series 63 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Caine can advise clients based out of Massachusetts. Over the course of their career, they have held roles at Bravissimo Pizza, Coho Investment Partners, Stonehill College, Merrill Lynch and Putnam Retail Management. Putnam Investment Management, LLC is based out of Boston, Massachusetts. In aggregate, Putnam Investment Management, LLC oversees $92 billion in assets across 160 client accounts and retains more than 272 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the firm's 160 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Putnam Investment Management, LLC provides 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
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
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Patrick Caine Work History
Patrick has 12 years of experience.
Putnam Retail Management
Coho Investment Partners
Patrick Caine has no disclosures.
Please visit their SEC profile for more details.