We are thrilled to announce that F.L.Putnam has expanded its East Coast footprint with the acquisitions of Arbor Capital Mgmt Corp. (Amherst, NY), Four Ponds Financial Planning (Mashpee, MA) and Ascension Asset Mgmt (New York, NY). These three #RIAs deepen our financial planning and investment management capabilities and add more than $1.25 billion in assets under management, 450+ clients, 10 advisors and 2 new offices in Western New York and Cape Cod. Commenting on the acquisitions CEO Tom Manning said, “F.L.Putnam has become an attractive destination for successful RIAs to accelerate their growth and scale their businesses as we can add complementary services and solutions they don’t currently offer today. Larry, Jerry, David, and Gren have built solid businesses with strong reputations in their respective markets. We are excited to have them join our growing team and look forward to investing further in the local markets in which they operate.” Read the announcement: https://bit.ly/46jBaSs
Congratulations to you and the team!
Congrats Tom and entire team! Wishing you much success for the future!
Congrats Tom and team!
Managing Investment Consultant at Hirschhorn Investment Consultancy
3moCongrats! Best wishes in moving forward stronger and better