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About
Macy Villela is a Portfolio Analyst at F.L.Putnam Investment Management Company, based in Boston, MA. In her current role, she supports portfolio management activities with a focus on equity analysis, asset allocation, and client reporting. Her work centers on multi-asset portfolio strategies, with particular attention to the equity and real estate sectors.
Prior to joining F.L.Putnam, Macy held leadership roles at Creating Assets Savings and Hope (CASH), where she served as Head Program Director and Tax Chair. Through these positions, she developed expertise in financial planning, tax strategy, and community-based financial education, demonstrating strong analytical skills and a commitment to client advocacy.
Macy graduated from the University of Virginia with a Bachelor’s degree in Economics and a minor in Real Estate, and she received her International Baccalaureate Diploma from Notre Dame Academy in Hingham. She is recognized for her technical proficiency in investment analysis and her impactful contributions to financial literacy and tax assistance programs, underscoring her dedication to both institutional and individual financial goals.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| F.L.Putnam Investment Management Company | Portfolio Analyst | Jun 2025 to Present | — |
| Creating Assets Savings and Hope (CASH) | Head Program Director | Mar 2024 to May 2025 | Volunteer scheduling, communications, and leading weekly meetings Assisting with the return backlog and following up with clients General volunteer and client management |
| Creating Assets Savings and Hope (CASH) | Tax Chair | Apr 2023 to Mar 2024 | Create and lead the PD tax trainings at fall weekly meetings Serve as the go-to tax experts for the organization Be on-call for tax assistance during 1-2 shifts per week in the spring |
| Creating Assets Savings and Hope (CASH) | Program Director | Sep 2022 to Apr 2023 | Program director for organization that files taxes for low income members of the Charlottesville community. Runs weekly trainings for new volunteers and oversees tax shifts. |
| Creating Assets Savings and Hope (CASH) | Tax Preparer | Sep 2021 to Aug 2022 | — |
| The Cavalier Daily | Advertising Representative | Sep 2022 to May 2025 | Independent, student-run newspaper Sells advertisements, researches potential clients, and collects payments |
| F.L.Putnam Investment Management Company | Compliance and Client Account Intern | May 2024 to Aug 2024 | Reported directly to the Chief Compliance Officer of a 100+ person registered investment advisor with roughly $8 bn in AUM while rotating through several regional offices, gaining a broader perspectiv... |
| Smart Woman Securities at UVA | Chief Marketing Officer | Feb 2022 to Jan 2024 | — |
| Smart Woman Securities at UVA | Marketing Committee Member | Feb 2021 to Feb 2022 | Attend weekly meetings with the committee and the executive board Create social media posts, generate ideas, organize meetings |
Education
University of Virginia
Bachelor's degree, Major in Economics, Minor in Real Estate
2021 — 2025
Notre Dame Academy, Hingham
High School Diploma, International Baccalaureate Diploma Recipient
2017 — 2021
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 |
J Jake Mercier | Client Portfolio Manager | Boston, MA , United States |
 | Portfolio Analyst | Stoughton, MA , United States |
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