Putnam Investment Management, LLC
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About this Advisor
Tucker Donahoe is an investment advisor whose office is in Boston, Massachusetts. Currently a registered financial advisor at Putnam Investment Management, LLC, they have accrued 10 years of professional experience in the financial advisory industry. Donahoe holds Series 65 and Series 63 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Donahoe is registered to act as an advisor based out of Massachusetts. The advisor has gained experience at Putnam Investments, Ubs, Ubs Private Wealth Management, Middlebury College, Financial Engines and Lake Street Advisors. Putnam Investment Management, LLC is based out of Boston, Massachusetts. In total, Putnam Investment Management, LLC oversees $89 billion in assets covering 154 client accounts and employs more than 303 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisory firm's 154 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. 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
Tucker Donahoe Work History
Tucker has 11 years of experience.
Lake Street Advisors
Ubs Private Wealth Management
Tucker Donahoe has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Putnam Investment Management, LLC