Kate Heslop

Kate Heslop serves as a Portfolio Analyst at F.L.Putnam Investment Management Company, based in Washington, DC. In this role, she is responsible for supporting portfolio managers in investment research, portfolio construction, and monitoring, contributing to the firm's client investment strategies. As a Portfolio Analyst, Kate focuses on a broad range of asset classes including equities, fixed income, and multi-asset portfolios, assisting with quantitative analysis, reporting, and portfolio optimization for institutional and private clients.

Before joining F.L.Putnam, Kate gained experience as a Fitness Consultant at Balance Gym and held a leadership position as Shift Leader at The Newfields Country Store. These roles enhanced her client service skills and provided operational management experience.

Kate earned her Bachelor of Science in Finance from The George Washington University School of Business, building expertise in financial analysis, investment management, and capital markets. Her academic and professional background equips her to contribute to F.L.Putnam's investment research and client service efforts, with a particular emphasis on diversified portfolio strategy and performance analysis.