FLPutnam Investment Management Company has appointed Todd Mills, CFP, as an Investment Advisor in the firm’s Wellesley, Massachusetts office. Mills will work with the firm’s high-net-worth individuals and their families, endowments and foundations on portfolio construction and the implementation of investment policy.
“We are very excited to welcome Todd to our team. Todd has helped clients successfully navigate through multiple investment cycles and has a proven track record of delivering high quality advice. His passion for this business and deep experience enhances our team and will strengthen our ability to service our growing New England client base,” says Tom Manning, CEO at FLPutnam.
Mills has more than 20 years of wealth and investment management experience. He most recently served as Executive Managing Director and Senior Wealth Advisor at Boston Private Wealth. Prior to Boston Private, he held senior client advisor roles at Banyan Partners and Silver Bridge Advisors, where he worked with Tom Manning and several other FLPutnam team members. Mills started his career at Fidelity Investments where he served as a Senior Relationship Officer in the Portfolio Advisory Services Group. During his tenure at Fidelity, Mills managed a portfolio of approximately USD750 million for high-net-worth individuals.
Mills holds the Certified Financial Planner professional designation and received a MS in Finance from Northeastern University and a BA in History from Trinity College. Mr. Mills is a member of the Financial Planning Association, the Boston Estate Planning Council and the Essex County Estate Planning Council.
