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Tom Manning
Directeur Général chez
F.L. Putnam Investment Management Co.
Profil
Reed Thomas Manning is President & Chief Executive Officer at F.L.
Putnam Investment Management Co., Inc. since 2015.
Mr. Manning is Principal, Chief Executive Officer & President at F.L.
Putnam Investment Management Co. since 2015.
Former roles include Chief Executive Officer & Chief Investment Officer at Silver Bridge Capital Management LLC from 2007 to 2013, Chief Investment Officer at SVB Wealth LLC from 2014 to 2015, Chief Investment Officer at Banyan Partners LLC from 2013 to 2014, Managing Director at Bank of America Corp., Principal at FleetBoston Financial Corp.
from 2000 to 2004, and Senior Vice President at Columbia Management Advisors, Inc. Education includes an undergraduate degree from Clark University in 1989 and a graduate degree from Boston College.
Postes actifs de Tom Manning
| Sociétés | Poste | Début |
|---|---|---|
F.L. Putnam Investment Management Co.
 F.L. Putnam Investment Management Co. Investment ManagersFinance F.L. Putnam Investment Management is a global all-cap/core equity manager that employs growth at a reasonable price investment strategy and a combination of broad macroeconomic research and detailed security specific research coupled with a broad understanding of global economic, financial and market trends. The firm’s strategic asset allocation framework is diversified across global equity and fixed income markets. Their strategic weights provide a disciplined and long-term approach to portfolio construction over a market cycle of 3-5 years, while the tactical adjustments allow flexibility to reflect their assessment of investment opportunities in global financial markets over the next 12-18 months. The firm purchase securities of high-quality issuers when they are trading at attractive prices, with the expectation that they will be long-term investments. When selecting taxable or tax-exempt fixed-income securities, they generally concentrate on issuers whose obligations are rated investment grade (AAA, AA, A or BBB) by one of the independent rating agencies. F.L. Putnam Investment Management selects debt securities with final maturities (or call dates) that are no longer than ten years from the date of purchase. | Directeur Général | 01/11/2015 |
F.L. Putnam Securities Co., Inc.
 F.L. Putnam Securities Co., Inc. Investment ManagersFinance Provides investment management services | Directeur Général | 01/10/2015 |
Anciens postes connus de Tom Manning
| Sociétés | Poste | Fin |
|---|---|---|
SVB Wealth LLC
 SVB Wealth LLC Investment ManagersFinance SVBW specializes in identifying undue risks or gaps in your financial profile and identifying opportunities to help protect and seek growth for your assets in varying market conditions. The firm considers an array of investment vehicles across multiple asset classes, geographies and market capitalization. | Directeur en chef des Investissements | 01/11/2015 |
Banyan Partners LLC
 Banyan Partners LLC Investment ManagersFinance Banyan Partners provides true customization for each client with an opportunistic investment philosophy and prudent risk management. They seek investment opportunities across a wide range of financial markets and securities. Banyan looks at the entire global financial market to find opportunities for clients. All portfolios are managed in-house. Banyan Partners specializes in both qualitative and quantitative investment analysis and portfolio construction over a broad range of investment styles including growth, value, domestic and global. Their accounts are managed primarily on a discretionary basis. The firm also offers select specialty strategies that utilize no-load mutual funds and/or ETFs. | Directeur en chef des Investissements | 01/10/2014 |
Silver Bridge Capital Management LLC
 Silver Bridge Capital Management LLC Investment ManagersFinance Silver Bridge Capital Management offers a variety of investment strategies that are customized to meet each client's investment objectives and risk tolerance. These strategies include: (1) US Large-Cap Equity (2) US Sustainable Equity (3) US Large Cap Equity Income (4) US Small/Mid-Cap Equity (5) Managed Fixed-Income and (Enhanced Cash Management. The firm's US Large-Cap Equity and US Sustainable Equity strategies seek to preserve capital in volatile markets through a top-down/bottom-up investment approach. Silver Bridge focuses on quality and strives to deliver excess returns versus the S&P 500 index, over the course of an economic cycle. Their US Large-Cap Equity Income strategy seeks to preserve capital in volatile markets through a top-down/bottom-up investment approach. Silver Bridge focuses on quality and strives to deliver excess returns versus the S&P 500 index, over the course of an economic cycle. The firm's US Large-Cap Equity Income strategy is designed to achieve a dividend yield equal to 150% of the S&P 500. Silver Bridge's US Small/Mid-Cap Equity strategy seeks to preserve capital in volatile markets through a top-down/bottom-up investment approach. Silver Bridge focuses on quality with the objective of delivering excess returns versus the Russell 2000 and Russell 2500 stock indexes, over the course of an economic cycle. The firm's Managed Fixed-Income strategy is an intermediate-term strategy that is designed to maximize total return with controlled risk. The strategy is actively-managed and focuses on producing high-quality, call-protected and well-diversified portfolios. Silver Bridge offers both taxable and tax-exempt strategies that are customized to meet specific client objectives. Silver Bridge's Enhanced Cash Management strategy seeks to produce high current yield relative to other cash equivalents with modest principal volatility. The strategy is designed to protect portfolio principal from the potential negative impact of fluctuating interest rates and is customized to meet specific client objectives. | Directeur Général | 01/08/2013 |
FleetBoston Financial Corp.
 FleetBoston Financial Corp. Major BanksFinance Individually managed equity portfolios emphasize long-term growth and are constructed from a list of between 30 and 50 stocks carefully selected from a universe of about 300 companies. Typically large capitalization, these stocks are identified through a process that combines bottom-up company-by-company analysis with top-down screening. Approved stocks are combined in a portfolio that is deliberately diversified across economic sectors to manage risk while capitalizing on long-term economic expectations and demographic trends. Equities: The firm methodology for equities investing includes a systematic analysis of macroeconomic conditions. To be included in a portfolio a company must: 1) have historically low relative p/e ratio of stock to industry, stock to market and stock to GNP; 2) be growing at a rate greater than its current p/e multiple; 3) have a strong cash flow; 4) have increasing levels of dividends. Stocks are sold when they reach an extreme in the established price range, the fundamentals deteriorate, or there are more compelling buying opportunities available. Balanced & Fixed: The firm uses a combination of economic, international, and political analysis to begin to determine the proper asset allocation between fixed-income and equity investments. Fixed-income parameters are based upon forecasts of trends in economics and interest rates and other technical considerations. The equity portion of the portfolio is determined by establishing a likely range for the market based upon forecasts of earnings, inflation, and corporate price-earnings. In addition, consideration is given to the clients' investment objectives. | Corporate Officer/Principal | - |
| BANK OF AMERICA CORPORATION | Corporate Officer/Principal | - |
Formation de Tom Manning
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
52
Relations au 1er degré
10
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
Columbia Management Advisors, Inc.
 Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Advisors invests in the US public equity and debt markets. They focus on growth and value stocks of small-cap, mid-cap, and large-cap companies selected on the basis of a top-down approach and thematic and fundamental analysis with a bottom-up stock picking approach to create their equity portfolio mix. The firm benchmarks the performance of its equity portfolios against the S&P 500 Index. Columbia Management Advisors invests in short-term, intermediate-term, and long-term high-quality debt instruments including treasuries, mortgage-backed securities, municipal bonds, agency bonds and asset backed securities to create their debt portfolio mix. The firm uses a combination of their equity and debt strategies to manage balanced portfolios and benchmarks performance against the S&P 500 Index and Lehman Aggregate Index. Though not limited by sector, the firm tends to invests in the stocks of large-cap companies in the technology, energy minerals and consumer non-durables sectors. They maintain a low turnover rate. | Finance |
Bank of America Corp.
 Bank of America Corp. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer and global banking, markets brokerage & wealth and investment management services | Finance |
F.L. Putnam Investment Management Co.
F.L. Putnam Investment Management Co. Investment ManagersFinance F.L. Putnam Investment Management is a global all-cap/core equity manager that employs growth at a reasonable price investment strategy and a combination of broad macroeconomic research and detailed security specific research coupled with a broad understanding of global economic, financial and market trends. The firm’s strategic asset allocation framework is diversified across global equity and fixed income markets. Their strategic weights provide a disciplined and long-term approach to portfolio construction over a market cycle of 3-5 years, while the tactical adjustments allow flexibility to reflect their assessment of investment opportunities in global financial markets over the next 12-18 months. The firm purchase securities of high-quality issuers when they are trading at attractive prices, with the expectation that they will be long-term investments. When selecting taxable or tax-exempt fixed-income securities, they generally concentrate on issuers whose obligations are rated investment grade (AAA, AA, A or BBB) by one of the independent rating agencies. F.L. Putnam Investment Management selects debt securities with final maturities (or call dates) that are no longer than ten years from the date of purchase. | Finance |
Silver Bridge Capital Management LLC
Silver Bridge Capital Management LLC Investment ManagersFinance Silver Bridge Capital Management offers a variety of investment strategies that are customized to meet each client's investment objectives and risk tolerance. These strategies include: (1) US Large-Cap Equity (2) US Sustainable Equity (3) US Large Cap Equity Income (4) US Small/Mid-Cap Equity (5) Managed Fixed-Income and (Enhanced Cash Management. The firm's US Large-Cap Equity and US Sustainable Equity strategies seek to preserve capital in volatile markets through a top-down/bottom-up investment approach. Silver Bridge focuses on quality and strives to deliver excess returns versus the S&P 500 index, over the course of an economic cycle. Their US Large-Cap Equity Income strategy seeks to preserve capital in volatile markets through a top-down/bottom-up investment approach. Silver Bridge focuses on quality and strives to deliver excess returns versus the S&P 500 index, over the course of an economic cycle. The firm's US Large-Cap Equity Income strategy is designed to achieve a dividend yield equal to 150% of the S&P 500. Silver Bridge's US Small/Mid-Cap Equity strategy seeks to preserve capital in volatile markets through a top-down/bottom-up investment approach. Silver Bridge focuses on quality with the objective of delivering excess returns versus the Russell 2000 and Russell 2500 stock indexes, over the course of an economic cycle. The firm's Managed Fixed-Income strategy is an intermediate-term strategy that is designed to maximize total return with controlled risk. The strategy is actively-managed and focuses on producing high-quality, call-protected and well-diversified portfolios. Silver Bridge offers both taxable and tax-exempt strategies that are customized to meet specific client objectives. Silver Bridge's Enhanced Cash Management strategy seeks to produce high current yield relative to other cash equivalents with modest principal volatility. The strategy is designed to protect portfolio principal from the potential negative impact of fluctuating interest rates and is customized to meet specific client objectives. | Finance |
FleetBoston Financial Corp.
FleetBoston Financial Corp. Major BanksFinance Individually managed equity portfolios emphasize long-term growth and are constructed from a list of between 30 and 50 stocks carefully selected from a universe of about 300 companies. Typically large capitalization, these stocks are identified through a process that combines bottom-up company-by-company analysis with top-down screening. Approved stocks are combined in a portfolio that is deliberately diversified across economic sectors to manage risk while capitalizing on long-term economic expectations and demographic trends. Equities: The firm methodology for equities investing includes a systematic analysis of macroeconomic conditions. To be included in a portfolio a company must: 1) have historically low relative p/e ratio of stock to industry, stock to market and stock to GNP; 2) be growing at a rate greater than its current p/e multiple; 3) have a strong cash flow; 4) have increasing levels of dividends. Stocks are sold when they reach an extreme in the established price range, the fundamentals deteriorate, or there are more compelling buying opportunities available. Balanced & Fixed: The firm uses a combination of economic, international, and political analysis to begin to determine the proper asset allocation between fixed-income and equity investments. Fixed-income parameters are based upon forecasts of trends in economics and interest rates and other technical considerations. The equity portion of the portfolio is determined by establishing a likely range for the market based upon forecasts of earnings, inflation, and corporate price-earnings. In addition, consideration is given to the clients' investment objectives. | Finance |
F.L. Putnam Securities Co., Inc.
F.L. Putnam Securities Co., Inc. Investment ManagersFinance Provides investment management services | Finance |
Boston College
 Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Clark University
 Clark University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Banyan Partners LLC
Banyan Partners LLC Investment ManagersFinance Banyan Partners provides true customization for each client with an opportunistic investment philosophy and prudent risk management. They seek investment opportunities across a wide range of financial markets and securities. Banyan looks at the entire global financial market to find opportunities for clients. All portfolios are managed in-house. Banyan Partners specializes in both qualitative and quantitative investment analysis and portfolio construction over a broad range of investment styles including growth, value, domestic and global. Their accounts are managed primarily on a discretionary basis. The firm also offers select specialty strategies that utilize no-load mutual funds and/or ETFs. | Finance |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVBW specializes in identifying undue risks or gaps in your financial profile and identifying opportunities to help protect and seek growth for your assets in varying market conditions. The firm considers an array of investment vehicles across multiple asset classes, geographies and market capitalization. | Finance |
