Yvan Bodart
F.L. Putnam Investment Management Company
Boston, Massachusetts
About
Company name
F.L. Putnam Investment Management Company
Business title
Principal, Investment Advisor
Contact
How to contact
Email & Cell Phone
Professional Profile
Call Me When
you have questions regarding investment management, financial planning, estate planning and general wealth management concerns.
Professions
Investor
Wealth Manager
Functional Expertise
Business development
Cash management
Family business
Fiduciary
Investments
Exit/Transition Planning
Professional Certification
CFA
Client Industries
Financial Services
Chapter information
Membership
Greater Boston Individual
Member since
Member for 2 years
Why I'm a Member of XPX
I specialize in helping business owners and entrepreneurs transition from owners to investors. A lot of the highest value add planning occurs in the exit planning stages. I engage with clients as a thought partner and steward of wealth.
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