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Name | Title | Since | Until |
---|---|---|---|
Matthew J. LaPlant | Portfolio Manager, Quantitative Analyst | 2023 | Now |
Biography | Mr. LaPlant is a Portfolio Manager of Putnam`s Research strategy and a Quantitative Analyst, covering equities. He is respons ible for the portfolio construction, quantitative research, and risk management of U.S. and international equity strategies. Mr. LaPlant is also responsible for the implementation of customized equity mandates. He joined Putnam in 2000 and has been in the investment industry since 1998. Prior to joining Putnam, Mr. LaPlant was a Portfolio Associate at EPG, Inc. from 1998 to 2000. Mr. LaPlant earned a B.S. in Finance from the University of Vermont. | ||
William C Rives | Portfolio Manager | 2019 | Now |
Biography | Mr. Rives is a Portfolio Manager of Putnam's small-cap core and global utilities strategies. In addition, he is an Analyst in the Equity Research group, focusing on the natural resources and utilities sectors. Mr. Rives is responsible for conducting fundamental analysis and valuation of E&Ps, MLPs, renewables, energy service companies, and utilities, and for making buy/sell recommendations. He has been in the investment industry since he joined Putnam in 2013. Previously at Putnam, Mr. Rives was an Equity Associate. Mr. Rives earned a B.A. from Amherst College. | ||
Andrew N. O'Brien | Portfolio Manager | 2018 | Now |
Biography | Mr. O’Brien is Assistant Director of Equity Research, providing oversight and strategic direction to Putnam's team of equity analysts. In addition, he is a portfolio manager of Putnam's research strategy and an analyst in the Equity Research group, focusing on the U.S. technology sector. He is responsible for conducting fundamental analysis and valuation of companies in the semiconductor, hardware, and software industries, and for making buy/sell recommendations. Mr. O'Brien has been in the investment industry since he joined Putnam in 2011. Previously at Putnam, he served as an Investment Associate on the U.S. consumer team. Mr. O'Brien earned a B.S. in Business Administration from Babson College. | ||
Jacquelyne J. Cavanaugh | Portfolio Manager | 2014 | Now |
Biography | Ms. Cavanaugh is a Portfolio Manager of Putnam's global core equity, global financial, and research strategies, and an Assistant Portfolio Manager of the Capital Spectrum and Equity Spectrum strategies. In addition, she is an Analyst focusing on the global financial and U.S. health-care sectors. Ms. Cavanaugh is responsible for conducting fundamental analysis of and making buy/sell recommendations for companies in the global investment banking, global brokerage and insurance, alternative asset management, and managed care industries. She joined Putnam in 2011 and has been in the investment industry since 1995. Prior to joining Putnam, Ms. Cavanaugh was a Leader of the Global Financials Team and a Senior Equity Analyst at Janus Capital Group from 2005 to 2011. Prior to this role, she served at Goldman Sachs & Co. as a Vice President, Asset Management, from 2003 to 2005 and as a Financial Analyst, Investment Banking Division, Media/Entertainment Group, from 1995 to 1998. Previous to these roles, Ms. Cavanaugh was an Associate in the Investment Banking Division, Media/Entertainment Group, at Donaldson, Lufkin & Jenrette from 2000 to 2002. Ms. Cavanaugh has an M.B.A. from Harvard Business School, where she earned high distinction as a Baker Scholar, and has a B.A. from Brown University. | ||
Kathryn B. Lakin | Director of Equity Research | 2014 | Now |
Biography | Ms. Lakin is Director of Research and responsible for managing a team of analysts, covering all sectors and regions. Ms. Lakin directs research initiatives, ensures quality of the research team`s output, guides sustainability integration within research, and facilitate s collaboration between Putnam`s portfolio managers and the research team. In addition, she is a portfolio manager of Putnam`s Balanced and U.S. Research strategies. She joined Putnam in 2012 and has been in the investment industry since 2008. Prior to joining Putnam, Ms. Lakin was an Equity Research Analyst (from 2011 to 2012) and an Equity Research Associate (from 2008 to 2011) at Fidelity Investments. Ms. Lakin earned an M.B.A. from Yale School of Management and a B.A. from Wellesley College. | ||
Walter D. Scully | Portfolio Manager | 2010 | 2024 |
Biography | Mr. Scully is a Portfolio Manager of Putnam's global consumer, global core equity, and research strategies, and is an Assistant Portfolio Manager of Putnam's U.S. large-cap value strategies. In addition, he is an Analyst in the Equity Research group, focusing on the U.S. consumer discretionary sector. Mr. Scully is responsible for conducting fundamental analysis and valuation of companies in this sector, and for making buy/sell recommendations. He has been in the investment industry since he joined Putnam in 1996. | ||
Aaron M. Cooper | Chief Investment Officer, Equities | 2011 | 2019 |
Biography | Mr. Cooper is Chief Investment Officer, Equities. He is responsible for leading Putnam’s Equity group, including the portfolio management, research, and trading areas. In addition, he is a portfolio manager with institutional responsibilities, including directing Putnam's research and global sector investment strategies. Mr. Cooper is also a member of Putnam's Operating Committee. He joined Putnam in 2011 and has been in the investment industry since 1999. Prior to joining Putnam, Mr. Cooper held several roles at Fidelity Investments including Managing Director of Research from 2007 to 2011, Analyst and Portfolio Manager from 2003 to 2007, Associate from 2000 to 2003, and Intern in 1999. Mr. Cooper earned an A.B. in Economics from Harvard University. | ||
Samuel Cox | Co-Director of Equity Research | 2016 | 2019 |
Biography | Mr. Cox is Co-Director of Equity Research. He is responsible for managing a team of analysts covering multiple sectors. In addition, Mr. Cox is a portfolio manager of Putnam's global health care, global sector, and research strategies. He joined Putnam in 2014 and has been in the investment industry since 2002. Previously at Putnam, Mr. Cox was an Analyst in the Equity Research group, covering the U.S. health-care sector. Prior to joining Putnam, Mr. Cox was a Research Analyst at Pyramis Global Advisors from 2010 to 2014, a Vice President and Analyst at Rock Creek Group from 2005 to 2008, and a Senior Consulting Associate at Cambridge Associates, LLC from 2002 to 2005. He earned an M.B.A. from Sloan School of Management at the Massachusetts Institute of Technology and a B.A. from the University of Pennsylvania. | ||
Neil Desai | Portfolio Manager | 2012 | 2018 |
Biography | Mr. Desai is a Portfolio Manager of Putnam's technology and TMT long/short equity strategies. He joined Putnam in 2012 and has been in the investment industry since 1997. Previously at Putnam, Mr. Desai was a Portfolio Manager, Analyst on the Equity Research team, conducting fundamental analysis and valuation of global internet and IT services companies. Prior to joining Putnam, he was a Partner at Crosslink Capital from 2009 to 2012; an Analyst at Tudor Investment Corp/Raptor Capital Management from 2005 to 2009; a Senior Associate at Thoma Cressey Equity Partners, now Thoma Bravo, from 1999 to 2003; and an Analyst in the Global TMT Group, Merrill Lynch Investment Banking, from 1997 to 1999. Mr. Desai earned an M.B.A. from Harvard Business School and a B.A. in Economics from Duke University. | ||
Kelsey Chen | Analyst | 2010 | 2016 |
Biography | Dr. Chen is an Analyst in the Global Equity Research group, focusing on the U.S. health-care sector. She is responsible for conducting fundamental analysis and valuation of the companies in this industry, and making buy/sell recommendations. In addition, she is a portfolio manager of Putnam Global Health Care Fund, Putnam Global Sector Fund, and Putnam Research Fund. Dr. Chen joined Putnam in 2000 and has been in the investment industry since 1999. Prior to joining Putnam, she was a Summer Associate at Salomon Smith Barney in 1999 and a Project Manager at the University of Texas Medical School in 1998. Dr. Chen earned a Ph.D. from the University of Texas Medical Branch at Galveston, an M.B.A. from the University of Pennsylvania Wharton School, and a B.S. from Wuhan University. |
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