Putnam Hires Two for Institutional Consultant Relations Team
Walsh and Weissman, based in Chicago and Boston, respectively, will report directly to Joseph Phoenix, head of Putnam Global Institutional Management. The two are joining a senior level consultant team that includes Keith Thomas in London and Anne Lundberg in Chicago, as well as two Boston-based consultant relations associates, all of whom will continue in their current roles. The new team will be dedicated to serving the needs of institutional asset management consultants worldwide.
Walsh, joins Putnam from Ranieri Partners where she was managing director, focusing on direct sales and consultant relations. Walsh has a long history of consultant relations experience at firms such as Allegiant Asset Management, Oppenheimer Capital and Banc One Investment Advisors/JP Morgan Asset Management, as well as investment consulting experience at Stratford Advisory Group and William M. Mercer Investment Consulting. She attended Northwestern University and is a CFA charterholder.
Weissman joined the firm from Old Mutual Asset Management where he was senior vice president, director of consultant relations. Prior to that, he was director, institutional sales for Cowen & Company. During his career, Weissman has also held senior roles at Pacific Crest Securities and Jefferies & Company, Weissman is a graduate of Southern Methodist University, Edwin Cox School for Business.