Joseph Costa

Joseph Costa is a Portfolio Analyst at F.L.Putnam Investment Management Company, based in Stoughton, Massachusetts. In his current role, he collaborates with portfolio managers, investment advisors, and private client advisors to help implement portfolio strategies aligned with clients’ investment objectives. His responsibilities encompass operational support, including internal audits, custodial reconciliations, and detailed client reporting.

Costa specializes in supporting the management of diversified investment portfolios, although specific sectors or asset classes are not explicitly listed in publicly available records. Given the scope of F.L.Putnam’s work, his focus would typically involve equities, fixed income, and multi-asset portfolios to meet fiduciary standards and client needs.

Joseph brings a blend of financial analysis and client service experience, previously serving as a Customer Service Representative at MFS Investment Management and a Retail Merchandiser and Auditor at JOH. He holds a Bachelor of Business Administration in Finance from the University of New Hampshire’s Peter T. Paul College of Business and Economics, grounding his expertise in portfolio analysis and operations support for institutional and private clients.