Sign in

You're signed outSign in or to get full access.

MB

Maxwell Byron

Portfolio Analyst at Flputnam Investment Management Co.

Boston, MA , United States

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

OrganizationRoleDate RangeDetails
F.L.Putnam Investment Management CompanyPortfolio AnalystMar 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 CompanyWealth Management InternJun 2023 to Aug 2023
F.L.Putnam Investment Management CompanyWealth Management InternJun 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)

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

Similar Fund Managers

NameRoleFundLocation
Daniel LeBeau
Daniel LeBeau
Senior Investment Research AnalystWashington Trust Advisors, Inc.Westerly, RI , United States
Jeremy Lombardi
Jeremy Lombardi
Wealth Investment AssociateWashington Trust Advisors, Inc.RI , United States
Carl Noble
Carl Noble
Senior Vice President of InvestmentsCongress Wealth Management LLC / de /Columbia, MD , United States
Conor Clark
Conor Clark
Manager of Investment ResearchCongress Wealth Management LLC / de /Richmond, VA , United States
Rick Bleser
Rick Bleser
Vice President - Portfolio ManagerST Germain D J Co. Inc.Springfield, MA , United States
Sylvia Callan
Sylvia Callan
Portfolio ManagerST Germain D J Co. Inc.Northampton, MA , United States