Putnam Investment Management, LLC

Investment Advisor
in Boston, MA

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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

Series 65, Series 63

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



Office Location

100 Federal St
Boston, MA 02110

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Putnam Investment Management, LLC Brokerage Details

Total Assets Under Management


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


MA Average: 118
Total Number of Accounts


MA Average: 4,567
Average Account Size


MA Average: $3,506,186

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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.

2013 - Present (7 years)

Putnam Investments

2013 - 2013 (< 1 year)

Lake Street Advisors

2012 - 2012 (< 1 year)


2012 - 2012 (< 1 year)

Ubs Private Wealth Management

2010 - 2012 (2 years)

Middlebury College

2010 - 2010 (< 1 year)

Financial Engines

2009 - 2010 (1 year)

Middlebury College


Tucker Donahoe has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Putnam Investment Management, LLC

Shannon Elia
Boston, MA
Sara Barrett
Boston, MA
Catherine Mezes
Boston, MA
Asad Elmi
Boston, MA
Robert Linskey
Boston, MA
Austin Gilbert
Boston, MA
Stephen Mclean
Boston, MA
Tucker Donahoe
Boston, MA

This content was compiled from the SEC and FINRA.

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