Consultants

Our partnerships with consultants are critical to the success of our institutional business. We depend on consultants for insights into the unique solutions that their clients need as well as a source of unique perspectives on the institutional marketplace. Putnam's Institutional Consultant Relations team is dedicated to ensuring that consultants have access to the latest information through one-on-one strategic meetings, electronic communication, and roundtables including:

  • Access to Putnam's investment professionals
  • Business updates
  • New/developing investment strategies
  • Strategic research on trends and themes

Robert E. Alan
Head of Global Consultant Relations

Biography
robert_alan@putnam.com
617-760-3193
Robert E. Alan

F. Peter Ferrelli
Head of Global Institutional Client Service
Director, Consultant Relations

Biography
peter_ferrelli@putnam.com
617-760-1576
Peter Ferrelli

Miriam Tai, CFA, CAIA, FDP
Director, Consultant Relations

Biography
miriam_tai@putnam.com
917-734-8767
Miriam Tai, CFA, CAIA, FDP

Lauren S. Fitzgerald
Senior Consultant Relations Associate

Biography
lauren_fitzgerald@putnam.com
617-760-2004
Lauren S. Fitzgerald

Meghan Loehning Whelan
Consultant Relations Manager
Defined Contribution Investment Only

Biography
meghan_whelan@putnam.com
617-760-2138
Meghan Loehning Whelan