Todd Christopher Mills
Gestionnaire de Portefeuille-Actions chez F.L. Putnam Investment Management Co.
Profil
Mr. Todd C.
Mills is a Principal & Investment Advisor at F.L.
Putnam Investment Management Co. He is responsible for portfolio construction and implementation of investment policy for individuals, families, endowments and foundations.
He has over 25 years of wealth and investment management experience.
Mr. Mills is a member of the Financial Planning Association, the Boston Estate Planning Council and the Essex County Estate Planning Council.
He most recently served as Executive Managing Director and Senior Wealth Advisor at Boston Private Wealth.
Prior to Boston Private, he held senior client advisor roles at Banyan Partners and Silver Bridge Advisors, where he worked with Tom Manning and several other F.L.Putnam team members.
Mr. Mills started his career at Fidelity Investments where he served as a Senior Relationship Officer in the Portfolio Advisory Services Group.
During his tenure at Fidelity, Mr. Mills managed a portfolio of approximately $750 million for high-net-worth individuals.
He received a BA in History from Trinity College and a MS in Finance from Northeastern University.
He holds the Certified Financial Planner professional designation.
Postes actifs de Todd Christopher Mills
| 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. | Gestionnaire de Portefeuille-Actions | 01/11/2019 |
Anciens postes connus de Todd Christopher Mills
| Sociétés | Poste | Fin |
|---|---|---|
Banyan Partners LLC
 Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans. | Gestionnaire de Portefeuille-Actions | 26/11/2014 |
Silver Bridge Capital Management LLC
 Silver Bridge Capital Management LLC Investment ManagersFinance Founded in 1988, Silver Bridge Capital Management LLC, formerly Hale & Dorr Capital Management, is a registered investment advisor firm located in Boston. They are a subsidiary of Banyan Partners LLC. | Gestionnaire de Portefeuille-Actions | 04/02/2014 |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
Formation de Todd Christopher Mills
| Trinity College (Connecticut) | Undergraduate Degree |
| Northeastern University | Graduate Degree |
Expériences
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Silver Bridge Capital Management LLC
Silver Bridge Capital Management LLC Investment ManagersFinance Founded in 1988, Silver Bridge Capital Management LLC, formerly Hale & Dorr Capital Management, is a registered investment advisor firm located in Boston. They are a subsidiary of Banyan Partners LLC. | Finance |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
Banyan Partners LLC
Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans. | Finance |
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 |