Caroline Richards

Caroline Richards is a Portfolio Analyst at F.L.Putnam Investment Management Company, based in Plymouth, MA, where she is responsible for conducting investment research, analyzing portfolio holdings, and supporting the firm’s strategic asset allocation decisions. Her focus includes comprehensive investment management utilizing both equity and fixed-income asset classes, as well as supporting client-specific portfolio construction across various sectors.

Before joining F.L.Putnam, Caroline served as a Deans Suite Associate at Fairfield University's Charles F. Dolan School of Business, gaining hands-on experience in academic financial administration and student investment initiatives, and participated as an Analyst for the Fairfield Student Managed Investment Fund, focusing on real-world equity research and portfolio analytics. This background has provided her with practical expertise in fund analysis and client-facing investment advisory.

Caroline holds a Bachelor's degree in Finance and Management from Fairfield University and a diploma from Plymouth North High School. Her academic and professional experiences equip her with strong analytical skills in equity markets, asset allocation, and risk management, with a particular emphasis on comprehensive financial planning and investment management for individual and institutional clients.