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About
Matthew Fischer is a Portfolio Analyst at F.L.Putnam Investment Management Company in Portland, ME, where he works to implement portfolio strategy tailored to each client's investment objectives. His responsibilities include analyzing portfolio allocations and investment performance, ensuring that asset selections align with diverse client mandates in sectors such as equities, fixed income, and alternative investments.
Prior to joining F.L.Putnam in January 2022, Mr. Fischer served as a Financial Consultant Partner and Academy Trainee at Charles Schwab, where he developed expertise in client relationship management and investment planning for high-net-worth individuals. He brings extensive analytical and client-facing skills to his current role, enhancing portfolio efficiency and strategic design.
Mr. Fischer holds a Bachelor of Science in Business Administration with a concentration in Finance and a minor in Economics from the University of Maine. His strong background in financial consulting and analysis supports his proficiency in multi-asset class portfolio construction for both individual and institutional investors, contributing to F.L.Putnam’s reputation for customized, objectives-driven investment management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| F.L.Putnam Investment Management Company | Portfolio Analyst | Jan 2022 to Present | — |
| Charles Schwab | Financial Consultant Partner | Nov 2020 to Feb 2022 | — |
| Charles Schwab | Financial Consultant Academy Trainee | Feb 2019 to Oct 2020 | — |
| Mabels Lobster Claw | Manager | Apr 2008 to Oct 2018 | Mabel’s Lobster Claw Restaurant Kennebunkport, ME Vice President / Manager / Shift Leader 2008-Present • Collaborate in managing restaurant affairs, including scheduling... |
Education
University of Maine
Bachelor of Science, Business Administration in Finance. Minor in Economics
2013 — 2017
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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