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Putnam Investments is an investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Headquartered in Boston, Massachusetts , it has offices in London , Tokyo , Frankfurt , Sydney , and Singapore . [2]
In 2004, Eric Sorensen joined PanAgora from Putnam Investments and is currently the president and CEO of the firm. In the same year, Putnam Investments acquired an additional 30% stake of PanAgora from Ippon Life increasing its holding to 80%. In 2018, Putnam Investments acquired the remaining 20% stake of PanAgora from Nippon Life.
AUM. $16.9 billion [1] Number of employees. 100+ (2022) Website. thl .com. Thomas H. Lee Partners, L.P. is an American private equity firm headquartered in Boston. The firm focuses on investing in middle market growth companies across various sectors, including financial technology, services, healthcare, technology, and business solutions. [2]
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After serving more than a century of expansion and a profound evolution of service offerings, the modern iteration of Empower was launched in 2014, when the retirement businesses of Great-West Life combined the record-keeping services of Great-West Financial, JPMorgan Chase, and Putnam Investments.
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Great-West Lifeco began an acquisitions spree on February 17, 2003 when it purchased Canada Life Financial for US$4.7 billion followed by Indiana Health Network incIHN three years later in 2006 and Putnam Investment Trust on August 3, 2007 for $3.9 billion (from Marsh & McLennan Companies).
Private. [1] Cetera Financial Group (commonly referred to as Cetera) is an independent wealth hub and financial services provider comprising, among other companies, one of the largest families of independent registered investment advisers and broker-dealers in the United States. As such, Cetera provides financial advisors, tax professionals ...
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