Liz Salvi
Directeur de la Recherche - Actions chez F.L. Putnam Investment Management Co.
Profil
Ms. Elisabeth Salvi is a Principal & Director of Portfolio Analysis at F.L.
Putnam Investment Management Co. She works alongside the portfolio managers, investment advisors, and private client advisors to implement portfolio strategy in accordance with each client's investment objectives while aligning client portfolios with the investment policies and investment strategy of F.L.
Putnam Investment Management Company.
She has over 12 years of experience within the industry.
Prior to joining the firm, Ms. Salvi worked as a trading and operations manager for Mariner Wealth Advisors and RR Advisory Group.
She was responsible for trading client portfolios, managing the CRM and reporting software integration and implementation, and streamlining operational processes.
Ms. Salvi received her BSc Business Administration in Mathematics from Skidmore College.
Postes actifs de Liz Salvi
| Sociétés | Poste | Début |
|---|---|---|
F.L. Putnam Investment Management Co.
 F.L. Putnam Investment Management Co. Investment ManagersFinance F.L. Putnam Investment Management Co. is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. It has additional offices in Portland, Maine; Providence, Rhode Island and Wolfeboro, New Hampshire. The firm was founded in 1983 and is a subsidiary of F.L. Putnam Securities Co., Inc. F.L. They provides discretionary and non-discretionary investment management, investment advisory, investment consulting and financial planning services to individuals and their families as well as foundations, endowments, secondary schools, universities, religious organizations and corporations. | Directeur de la Recherche - Actions | 01/01/2019 |
Anciens postes connus de Liz Salvi
| Sociétés | Poste | Fin |
|---|---|---|
RR Advisory Group LLC
 RR Advisory Group LLC Investment ManagersFinance RR Advisory Group LLC founded their firm in 2003 as a high touch, versatile, and client responsive advisory firm. Their mission was and still is to serve as a dedicated team of advisors who offer advice and direction wherever it is needed in a client's specific financial world. Their clients now span across the country as well as the world, throughout industries and across generations, from retirees to professional athletes, from hedge fund professionals to business owners. They consistently add seasoned professionals to their team to meet the varied and personalized needs of their clients and provide expert advice. They continue to grow by finding even better ways to serve their clients. | Corporate Officer/Principal | - |
Mariner LLC
 Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Corporate Officer/Principal | - |
Formation de Liz Salvi
| Skidmore College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
F.L. Putnam Investment Management Co.
F.L. Putnam Investment Management Co. Investment ManagersFinance F.L. Putnam Investment Management Co. is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. It has additional offices in Portland, Maine; Providence, Rhode Island and Wolfeboro, New Hampshire. The firm was founded in 1983 and is a subsidiary of F.L. Putnam Securities Co., Inc. F.L. They provides discretionary and non-discretionary investment management, investment advisory, investment consulting and financial planning services to individuals and their families as well as foundations, endowments, secondary schools, universities, religious organizations and corporations. | Finance |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
RR Advisory Group LLC
RR Advisory Group LLC Investment ManagersFinance RR Advisory Group LLC founded their firm in 2003 as a high touch, versatile, and client responsive advisory firm. Their mission was and still is to serve as a dedicated team of advisors who offer advice and direction wherever it is needed in a client's specific financial world. Their clients now span across the country as well as the world, throughout industries and across generations, from retirees to professional athletes, from hedge fund professionals to business owners. They consistently add seasoned professionals to their team to meet the varied and personalized needs of their clients and provide expert advice. They continue to grow by finding even better ways to serve their clients. | Finance |
