George Putnam
Director/Board Member at PUTNAM MUNICIPAL OPPORTUNITIES TRUST
Net worth: 77 399 $ as of 2024-03-30
Profile
George Putnam is the founder of The Boston Family Office LLC (1996), New Generation Advisors LLC (2007), and New Generation Research, Inc. (1986), where he held the titles of Partner, President & Chief Executive Officer, and Chairman, respectively.
He currently serves as an Independent Trustee for Putnam Master Intermediate Income Trust, Putnam Managed Municipal Income Trust, Putnam Municipal Opportunities Trust, and Putnam Premier Income Trust.
He is also a Life Trustee for New England Aquarium Corp.
and a Trustee for Gloucester Marine Genomics Institute.
Mr. Putnam's former positions include Attorney at Dechert Price & Rhoads, President & Trustee at High Income Securities Fund, and Trustee at The Marine Biological Laboratory, St. Mark's School, Shore Country Day School, Inc., The Epiphany School, Inc., and Sea Education Association, Inc. Mr. Putnam received an MBA degree from Harvard Business School in 1978, a graduate degree from Harvard Law School in 1978, and an undergraduate degree from Harvard College in 1973.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2023-02-07 | 3,815 ( 0.01% ) | 38 760 $ | 2024-03-30 | |
Putnam Managed Municipal Income Trust
0.01% | 2023-02-27 | 3,815 ( 0.01% ) | 22 852 $ | 2024-03-30 |
| 2023-02-07 | 2,505 ( 0.00% ) | 8 818 $ | 2024-03-30 | |
| 2023-05-30 | 2,178 ( 0.00% ) | 6 970 $ | 2024-03-30 |
George Putnam active positions
| Companies | Position | Start |
|---|---|---|
| PUTNAM PREMIER INCOME TRUST | Director/Board Member | 1983-12-31 |
| PUTNAM MANAGED MUNICIPAL INCOME TRUST | Director/Board Member | 1983-12-31 |
| PUTNAM MASTER INTERMEDIATE INCOME TRUST | Director/Board Member | 1983-12-31 |
| PUTNAM MUNICIPAL OPPORTUNITIES TRUST | Director/Board Member | 1983-12-31 |
New Generation Research, Inc.
 New Generation Research, Inc. Investment ManagersFinance New Generation Research, Inc. is a publisher and producer of a comprehensive database of business bankruptcy information. The private company was founded in 1978 and is based in an undisclosed location. The firm specializes in providing data, original reporting, and expert analyses with cutting-edge technology to attenuate the noise and amplify the signal in the bankruptcy information environment. This allows lawyers, financiers, and other restructuring professionals to save time, be more productive, and make more money. The American company was founded by George Putnam, who has been the CEO since incorporation. | Chief Executive Officer | 1985-12-31 |
New England Aquarium Corp.
 New England Aquarium Corp. Agricultural Commodities/MillingProcess Industries New England Aquarium Corp. provides ocean exploration and marine conservation. The company was founded in 1969 and is headquartered in Boston, MA. | Director/Board Member | - |
The Boston Family Office LLC
 The Boston Family Office LLC Investment ManagersFinance The Boston Family Office LLC (BFO) is a privately-owned family office and SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1996 by George Beal and George Putnam III. BFO provides personalized investment advisory services primarily to individuals, family groups, trusts and charitable organizations. In certain situations, they may advise estates and pension plans. | Founder | 1996-08-31 |
| Gloucester Marine Genomics Institute | Director/Board Member | - |
Former positions of George Putnam
| Companies | Position | End |
|---|---|---|
New Generation Advisors LLC
 New Generation Advisors LLC Investment ManagersFinance New Generation Advisors LLC (NGA) is an independent registered investment advisor and hedge fund manager headquartered in Manchester, Massachusetts. The firm was founded by George Putnam III in 2007 and succeeded to the investment advisory business of New Generation Advisers, Inc. in 2008. NGA provides investment management services to two limited partnerships, the NGA Funds, one formed in Massachusetts and the other in Bermuda. The limited partners in the NGA Funds consist of high net-worth individuals, family offices, endowments, other institutions and funds-of-funds. | Chief Executive Officer | 2023-03-08 |
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Training of George Putnam
| Harvard Business School | Masters Business Admin |
| Harvard Law School | Graduate Degree |
| Harvard College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 16 |
|---|---|
Putnam Managed Municipal Income Trust
 Putnam Managed Municipal Income Trust Investment Trusts/Mutual FundsMiscellaneous Putnam Managed Municipal Income Trust is a closed-end management investment company, which engages in investing in healthcare, education, industrials, and housing sectors. The company was founded in 1937 and is headquartered in Boston, MA. | Miscellaneous |
Putnam Master Intermediate Income Trust
 Putnam Master Intermediate Income Trust Investment Trusts/Mutual FundsMiscellaneous Putnam Master Intermediate Income Trust operates as a closed-end investment fund and trust. Its objective is to provide high current income and relative stability of net asset value. The company was founded in 1988 and is headquartered in Boston, MA. | Miscellaneous |
Putnam Municipal Opportunities Trust
 Putnam Municipal Opportunities Trust Investment Trusts/Mutual FundsMiscellaneous Putnam Municipal Opportunities Trust, is a closed-end investment fund and investment trust that provides current income free from federal income tax. The company was founded on May 28, 1993 and is headquartered in Boston, MA. | Miscellaneous |
Putnam Premier Income Trust
 Putnam Premier Income Trust Investment Trusts/Mutual FundsMiscellaneous Putnam Premier Income Trust is a closed-end management investment company. Its investment objective is to seek high current income consistent with the preservation of capital. The company was founded on February 29, 1988 and is headquartered in Boston, MA. | Miscellaneous |
| Dechert Price & Rhoads | Commercial Services |
The Boston Family Office LLC
The Boston Family Office LLC Investment ManagersFinance The Boston Family Office LLC (BFO) is a privately-owned family office and SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1996 by George Beal and George Putnam III. BFO provides personalized investment advisory services primarily to individuals, family groups, trusts and charitable organizations. In certain situations, they may advise estates and pension plans. | Finance |
New Generation Advisors LLC
New Generation Advisors LLC Investment ManagersFinance New Generation Advisors LLC (NGA) is an independent registered investment advisor and hedge fund manager headquartered in Manchester, Massachusetts. The firm was founded by George Putnam III in 2007 and succeeded to the investment advisory business of New Generation Advisers, Inc. in 2008. NGA provides investment management services to two limited partnerships, the NGA Funds, one formed in Massachusetts and the other in Bermuda. The limited partners in the NGA Funds consist of high net-worth individuals, family offices, endowments, other institutions and funds-of-funds. | Finance |
New England Aquarium Corp.
New England Aquarium Corp. Agricultural Commodities/MillingProcess Industries New England Aquarium Corp. provides ocean exploration and marine conservation. The company was founded in 1969 and is headquartered in Boston, MA. | Process Industries |
High Income Securities Fund
 High Income Securities Fund Investment Trusts/Mutual FundsMiscellaneous High Income Securities Fund is a close-end management investment fund. The firm engages in the provision of mutual fund services. It seeks to provide high current income as a primary objective and capital appreciation as a secondary objective. The company is headquartered in Milwaukee, WI. | Miscellaneous |
The Marine Biological Laboratory
 The Marine Biological Laboratory Miscellaneous Commercial ServicesCommercial Services The Marine Biological Laboratory provides research and educational services. It offers a range of courses, workshops, conferences, and internships, discovery-based education programs and courses. The firm s a private marine laboratory, supporting scientists and staff working in such fields as cell and developmental biology, ecology, microbiology, molecular evolution, global infectious disease, neurobiology, and sensory physiology. The company was founded in 1888 and is headquartered in Woods Hole, MA. | Commercial Services |
St. Mark's School
 St. Mark's School Miscellaneous Commercial ServicesCommercial Services St. Mark's School provides education programs. It provides a program in the arts that gives students an understanding of the visual and performing arts and develops aesthetic awareness. The company was founded by Joseph Burnett in 1865 and is headquartered in Southborough, MA. | Commercial Services |
Shore Country Day School, Inc.
 Shore Country Day School, Inc. Other Consumer ServicesConsumer Services Shore Country Day School, Inc. is an educational institution that was established in 1936. The private company is based in Beverly, MA. The school is committed to providing a joyful learning community that focuses on the intellectual and personal transformation of children. The company empowers young people to take charge of their own education and nurture their commitment to equity and social justice. | Consumer Services |
The Epiphany School, Inc.
 The Epiphany School, Inc. Other Consumer ServicesConsumer Services The Epiphany School, Inc. provides education services. The company is headquartered in Dorchester, MA. | Consumer Services |
| Sea Education Association, Inc. | |
New Generation Research, Inc.
New Generation Research, Inc. Investment ManagersFinance New Generation Research, Inc. is a publisher and producer of a comprehensive database of business bankruptcy information. The private company was founded in 1978 and is based in an undisclosed location. The firm specializes in providing data, original reporting, and expert analyses with cutting-edge technology to attenuate the noise and amplify the signal in the bankruptcy information environment. This allows lawyers, financiers, and other restructuring professionals to save time, be more productive, and make more money. The American company was founded by George Putnam, who has been the CEO since incorporation. | Finance |
| Gloucester Marine Genomics Institute |
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