Jim Balfour
Investment Advisor @F.L.Putnam Investment Management Company
Concord, MA, US
EMAILS
j•••••••@flputnam.com
MOBILE NUMBERS
+16•••••••73
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WORK HISTORY
Oct 2021 — Present
Investment Advisor @F.L.Putnam Investment Management Company
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EDUCATION
N/A
Boston College Carroll School of Management
MBA
N/A
University of Maine
Business Administration
SKILLS
EndowmentsCapital MarketsAsset ManagementFixed IncomePricingInvestment ManagementBloombergProcess ImprovementEquitiesHedge FundsFinancial AnalysisPortfolio ManagementInstitutional InvestorsManagementAsset AllocationInvestment StrategiesAlternative InvestmentsProduct DevelopmentInstitutional InvestmentsInvestmentsOperational Risk Management
ABOUT JIM BALFOUR
MBA and CFA charter-holder. Passed the CFP exam in July 2021.
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