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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.
Franklin Templeton Investments is a global investment firm founded in 1947 and listed on the NYSE as BEN. It offers mutual funds, exchange-traded funds, index funds, retirement planning and asset management services under various brands.
He served on the Board of Trustees of Putnam Mutual Funds from 2006-2024, as Vice Chair from 2016-2018 and Chair from 2018-2024. During his time as Chair, he led the board's oversight of the acquisition of Putnam Funds by Franklin Templeton. This transaction marked the largest fund-industry acquisition of 2023.
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.
Empower is a subsidiary of Great-West Lifeco that offers retirement plan services to individuals and organizations. It was created in 2014 by combining the record-keeping businesses of Great-West Life, JPMorgan Chase, and Putnam Investments.
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 ...
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 .