Profil
Mr. Richard S.
Perkins, CFA, is a Chief Investment Officer at The Putnam Advisory Co. LLC and a Chief Investment Officer of Equities at Putnam Investment Management LLC.
e is responsible for investment management, research, trading, and global business strategy.
This includes oversight of portfolio and research teams and processes, risk and quantitative teams, strategy specialists, thought leadership, and sustainability initiatives and policies.
He joined Putnam in 2011 and has been in the investment industry since 1993.
Prior to joining Putnam, he was a Portfolio Manager and an Analyst at Fidelity Investments from 1997 to 2011 and an Equity Research Associate at Donaldson, Lufkin & Jenrette from 1993 to 1997.
Mr. Perkins earned a B.A.
in Economics from Amherst College.
Postes actifs de Shep Perkins
| Sociétés | Poste | Début |
|---|---|---|
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Directeur en chef des Investissements | 01/02/2019 |
The Putnam Advisory Co. LLC
 The Putnam Advisory Co. LLC Investment ManagersFinance The Putnam Advisory Co. LLC (PAC) is a SEC-registered investment advisor and hedge fund manager headquartered in The Putnam Advisory Co. LLC 76203, Massachusetts. The firm was founded in 1968 and is a subsidiary of Putnam Advisory Holdings II LLC, ultimately owned by Power Corp. of Canada (TSE: POW). PAC manages assets for institutional and international clients as well as various pooled investment funds. | President | 01/01/2024 |
Anciens postes connus de Shep Perkins
| Sociétés | Poste | Fin |
|---|---|---|
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Gestionnaire de Portefeuille-Actions | 31/12/2010 |
| Donaldson, Lufkin & Jenrette Securities Corp. | Corporate Officer/Principal | 31/12/1996 |
Formation de Shep Perkins
| Amherst College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Finance |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Finance |
| Donaldson, Lufkin & Jenrette Securities Corp. | Finance |
The Putnam Advisory Co. LLC
The Putnam Advisory Co. LLC Investment ManagersFinance The Putnam Advisory Co. LLC (PAC) is a SEC-registered investment advisor and hedge fund manager headquartered in The Putnam Advisory Co. LLC 76203, Massachusetts. The firm was founded in 1968 and is a subsidiary of Putnam Advisory Holdings II LLC, ultimately owned by Power Corp. of Canada (TSE: POW). PAC manages assets for institutional and international clients as well as various pooled investment funds. | Finance |
