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Jake Mercier
Client Portfolio Manager at Flputnam Investment Management Co.
About
Jake Mercier is a Client Portfolio Manager at F.L.Putnam Investment Management Company, based in Boston, MA. In his current role, he is responsible for managing client portfolios, developing investment strategies, and serving as a primary contact for investment clients. His expertise centers on portfolio construction, asset allocation, and the alignment of client objectives within diverse investment mandates.
Jake’s investment focus includes portfolio management across public and private markets, with experience in multi-asset strategies tailored for institutional and high-net-worth clients. His responsibilities have spanned equity and fixed income sectors, and he has provided analytical support and relationship management for Registered Investment Advisors (RIAs) during his time as Portfolio Analyst and RIA Relationship Manager.
Jake holds a master’s degree in Blockchain & Digital Currency from the University of Nicosia and a bachelor’s degree in Economics from the University of Massachusetts, Amherst. His prior roles include Portfolio Analyst and Internal Sales Consultant at John Hancock, providing him with a comprehensive background in investment analysis and client services. His combination of technical expertise and client-facing experience strengthens his contributions to the investment management field.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| F.L.Putnam Investment Management Company | Client Portfolio Manager | Jul 2022 to Present | — |
| F.L.Putnam Investment Management Company | Portfolio Analyst | Jan 2020 to Jul 2022 | - Support the onboarding and transition of client accounts to reflect FLP investment strategy. - Review portfolios and make investment recommendations to the portfolio management team. - Maintain clie... |
| John Hancock | Internal Sales Consultant | Sep 2019 to Jan 2020 | - Build a foundation of life product knowledge with the ability to articulate technical aspects of product features, benefits and riders - Demonstrate an innovative mindset to provide alternate soluti... |
| NYLIFE Securities LLC | Financial Services Professional | Nov 2018 to Aug 2019 | Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. I work with my clients to identify and achieve their ... |
| New York Life Insurance Company | Agent | Sep 2018 to Aug 2019 | Agent licensed to offer insurance through New York Life Insurance Company. I work with my clients to identify and achieve their financial goals which include, but are not limited to; risk management, ... |
| LIT Amherst | Bartender | Sep 2017 to May 2018 | - Fulfill customer orders while prioritizing multiple related tasks - Monitor customer consumption to ensure a safe environment - Set up & stock bar while tracking correct inventory ensuring profitabi... |
| Priority Funding Solutions | Sales Representative | May 2017 to Aug 2017 | - Pipeline development by rigorous prospecting/cold calling to identify potential new clients - Execute roughly 200 plus cold calls per day from prospect lists provided - Sell capital financing progra... |
| Ideal Concrete Block Co | Order Fulfillment | Jun 2014 to Aug 2016 | - Fork Lift / Bobcat operation - Process orders & load trucks, providing on-time delivery & efficient customer service - Minimize waste by crushing irregular stone for reprocessing, stock-yard organiz... |
| Great British Beer Company | Bar-back and Bouncer | Sep 2014 to Jan 2015 | - Manage time effectively to stock bar, change kegs, cut garnish, take customer orders, wash glasses, clean bar top - Check patrons’ ID’s to ensure state admission laws are met while monitoring patron... |
| Ace Hardware | Sales Associate | May 2011 to Aug 2012 | Duties included filling propane tanks, key cutting, paint mixing, fulfilling customer needs. |
Education
University of Nicosia
Master's degree, Blockchain & Digital Currency
2021 — 2023
University of Massachusetts, Amherst
Bachelor's degree, Economics
2014 — 2018
Noble and Greenough School
2012 — 2014
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 |
 | Portfolio Analyst | RI , 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 |
 | Portfolio Analyst | Stoughton, MA , United States |
 | Portfolio Analyst | Washington, DC , United States |
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