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Putnam Investments is a subsidiary of Franklin Templeton Investments that offers mutual funds, retirement plans and 401 (k)s. It was founded in 1937 by George Putnam and faced several controversies and lawsuits over improper trading and asset management.
Thomas H. Lee Partners is a private equity firm based in Boston, founded in 1974 by Thomas H. Lee. The firm invests in middle market growth companies across various sectors, such as financial technology, services, healthcare, and business solutions.
On January 3, 2006, the SEC announced “that it filed charges against six former officers of Putnam Fiduciary Trust Company (PFTC), a Boston-based registered transfer agent, for engaging in a scheme beginning in January 2001 by which the defendants defrauded a defined contribution plan client and group of Putnam mutual funds of approximately ...
PanAgora is an American investment management firm that uses quantitative analysis and behavioral economics. It is a subsidiary of Great-West Lifeco and was founded in 1989 by Richard A. Crowell, a pioneer of quantitative investing.
Learn about the history, landmarks, and key companies of the Financial District of Boston, a neighborhood in Downtown Boston near Government Center and Chinatown. The area contains many of Boston's highrise buildings and is home to Fidelity Investments, State Street Bank, and the Federal Reserve Bank of Boston.
Michael Larson is an American businessman and investor who oversees the Bill & Melinda Gates Foundation and Bill Gates' personal fortune. He is the founder and chief investment officer of Cascade Investment, a diversified investment shop that manages over $80 billion.
Putnam is a graduate of Harvard College, Harvard Law School and Harvard Business School. [2] He is also a trustee for Putnam Investments , a mutual fund group founded by his grandfather George Putnam , and an Overseer of the Sea Education Association .
The company was founded in 1980 as United Asset Management (UAM) by Norton Reamer, who previously had served as the CEO of Putnam Investments. [1] [2] The company was the first major firm with a business model that consisted of purchasing a number of money management firms. [3]