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Matthew Fischer

Matthew Fischer

Portfolio Analyst at Flputnam Investment Management Co.

Portland, ME , United States

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

OrganizationRoleDate RangeDetails
F.L.Putnam Investment Management CompanyPortfolio AnalystJan 2022 to Present
Charles SchwabFinancial Consultant PartnerNov 2020 to Feb 2022
Charles SchwabFinancial Consultant Academy TraineeFeb 2019 to Oct 2020
Mabels Lobster ClawManagerApr 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)

NameRoleLocation
Alex Galstian
Alex Galstian
Investment AnalystNew York, NY , United States
Andrew Wetzel
Andrew Wetzel
SVP and Portfolio ManagerBoston, MA , United States
Caroline Richards
Caroline Richards
Portfolio AnalystPlymouth, MA , United States
C
Colby Parker
Research AssociatePlymouth, MA , United States
Daniel Depetro
Daniel Depetro
Portfolio AnalystRI , United States
Ellen Hazen
Ellen Hazen
Chief Market Strategist | Portfolio ManagerBoston, MA , United States
Gavin Nieto
Gavin Nieto
Investment AnalystBoston, MA , United States
L
Liam Stokes
Portfolio AnalystRaleigh, NC , United States
J
Jake Mercier
Client Portfolio ManagerBoston, MA , United States
Joseph Costa
Joseph Costa
Portfolio AnalystStoughton, MA , United States
Showing 1-10 of 17 team members

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