You're signed outSign in or to get full access.
About
Maxwell Byron serves as a Portfolio Analyst at F.L.Putnam Investment Management Company in Boston, MA, where he analyzes client portfolios and supports the firm’s investment research and advisory services. In his current role, Maxwell is involved in monitoring portfolio performance, assessing market trends, and providing insights across multiple asset classes tailored to client goals.
He has prior experience as a Wealth Management Intern at F.L.Putnam, participating in two summer internships where he gained hands-on exposure to investment analysis and portfolio construction for private clients. Maxwell’s work encompasses a broad range of investment vehicles, with a particular focus on asset allocation and risk assessment within both equities and fixed income markets, serving high-net-worth individuals and institutional clients.
Maxwell holds a Bachelor’s degree in Government from Colby College and has pursued further studies through IES Abroad. His educational background and diverse internship experience have given him a strong analytical foundation and a nuanced understanding of the wealth management industry, positioning him as an emerging professional in portfolio management and investment advisory services.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| F.L.Putnam Investment Management Company | Portfolio Analyst | Mar 2024 to Present | Upon graduating from Colby College in May 2024, I began my career as a Portfolio Analyst working for F.L.Putnam, Investment Management Company, starting in July of 2024 |
| F.L.Putnam Investment Management Company | Wealth Management Intern | Jun 2023 to Aug 2023 | — |
| F.L.Putnam Investment Management Company | Wealth Management Intern | Jun 2022 to Aug 2022 | — |
Education
Colby College
Bachelor's degree, Government
2020 — 2024
IES Abroad
2022 — 2022
The Derryfield School
N/A, N/A
2017 — 2020
The Fenn School
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 |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Senior Investment Research Analyst | Washington Trust Advisors, Inc. | Westerly, RI , United States | |
| Wealth Investment Associate | Washington Trust Advisors, Inc. | RI , United States | |
| Senior Vice President of Investments | Congress Wealth Management LLC / de / | Columbia, MD , United States | |
| Manager of Investment Research | Congress Wealth Management LLC / de / | Richmond, VA , United States | |
| Vice President - Portfolio Manager | ST Germain D J Co. Inc. | Springfield, MA , United States | |
| Portfolio Manager | ST Germain D J Co. Inc. | Northampton, MA , United States |