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About
Daniel Depetro is a Portfolio Analyst at F.L.Putnam Investment Management Company, where he supports portfolio management and research efforts for a range of client accounts. In his current role, Daniel is involved in asset allocation, investment due diligence, and performance analysis, with a particular focus on equity and fixed income securities for private clients and institutional portfolios.
Prior to joining F.L.Putnam, Daniel served as an Investment Consultant II and Investment Specialist at Merrill Edge, where he gained extensive experience advising clients on portfolio construction and risk management strategies. Throughout his roles, Daniel has developed expertise in multi-asset portfolios, conducting market research and monitoring trends within U.S. equities, fixed income, and ETF markets.
Daniel holds a Bachelor's degree in Finance from the University of Rhode Island - College of Business. He is recognized for his analytical skills and commitment to delivering tailored investment solutions, bringing a strong foundation in financial analysis and client service to his work in the investment management sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| F.L.Putnam Investment Management Company | Portfolio Analyst | Oct 2021 to Present | — |
| Merrill Edge | Investment Consultant II | Jan 2021 to Oct 2021 | — |
| Merrill Edge | Investment Specialist | Jul 2020 to Jan 2021 | — |
| Merrill Edge | Financial Services Representative | Aug 2019 to Jul 2020 | — |
| Fire and Water | General Manager | May 2019 to Aug 2019 | — |
| University of Rhode Island - College of Business Administration | URI 101 Mentor | Sep 2016 to Nov 2018 | Responsible for instructing class for the newest members of University of Rhode Island's College of Business, trying to improve retention rates, and answer all questions the new students may have. |
| DAC CAESAR LLC | General Manager | Apr 2016 to Sep 2018 | Scheduling, training of all employees, responsible for all kitchen operations, gift shop, chair and umbrella rentals. Food ordering, stock ordering, opening and closing, superb customer satisfaction, ... |
| URI Football | Operations Intern | Jan 2016 to Mar 2018 | Have done a combination of things from Recruiting, player development, off season scheduling, travel, budgeting, as well as sideline help, and even Team DJ. |
| Dac Caeser LLC | Employee | Jun 2014 to Mar 2016 | Deemed in charge of Chair and Umbrella Rentals, Lemonade Carts, ice cream lemonade room. Meeting customer needs, handling cash transactions training of new employees. |
| Chipotle Mexican Grill | Crew Member | May 2015 to Aug 2015 | Crew Member |
Education
University of Rhode Island - College of Business
Bachelor's degree, Finance, General
2015 — 2019
East Greenwich High School
High School Diploma
2011 — 2015
Skills & Expertise
Others at Flputnam Investment Management Co. (17)
| Name | Role | Location |
|---|---|---|
 | Investment Analyst | New York, NY , United States |
| SVP and Portfolio Manager | Boston, MA , United States | |
 | Portfolio Analyst | Plymouth, MA , United States |
C Colby Parker | Research Associate | Plymouth, MA , United States |
 | Chief Market Strategist | Portfolio Manager | Boston, MA , United States |
 | Investment Analyst | Boston, MA , United States |
L Liam Stokes | Portfolio Analyst | Raleigh, NC , United States |
J Jake Mercier | Client Portfolio Manager | Boston, MA , United States |
 | Portfolio Analyst | Stoughton, MA , United States |
 | Portfolio Analyst | Washington, DC , United States |
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 | Manager of Investment Research | Congress Wealth Management LLC / de / | Richmond, VA , United States |
 | Vice President - Portfolio Manager | ST Germain D J Co. Inc. | Springfield, MA , United States |
 | Portfolio Manager | ST Germain D J Co. Inc. | Northampton, MA , United States |
