Liam Stokes

Liam Stokes is a Portfolio Analyst at F.L.Putnam Investment Management Company, based in Raleigh, NC, a position he has held since May 2022. In this role, he supports portfolio strategy and analytics for client accounts, contributing to asset allocation decisions, performance evaluation, and ongoing investment research. His responsibilities include conducting quantitative analysis across diverse asset classes, with a primary focus on equities and fixed income instruments.

Prior to joining F.L.Putnam, Liam served as Financial Analyst II and, before that, as a Strategic Portfolio Delivery Associate at TD Bank. Through these roles, he developed expertise in investment analysis, risk assessment, and strategic planning, building a foundation for delivering actionable insights in wealth management and institutional investment settings.

Liam holds a Bachelor of Science in Financial Economics from the University of Maine. His experience spans portfolio management, financial modeling, and sector analysis, particularly within the U.S. equities and fixed income markets. Liam is recognized for his detailed-oriented approach to investment strategy and has contributed to enhancing operational efficiencies and research methodologies within his teams.