Shep Perkins
Chief Investment Officer at Putnam Investment Management LLC
Profile
Mr. Richard S.
Perkins, CFA, is a Chief Investment Officer of Equities at The Putnam Advisory Co. LLC and Putnam Investment Management LLC.
He is responsible for leading Putnam’s Equities team, including the portfolio management, research, and trading areas.
Mr. Perkins is a member of Putnam's Operating Committee, the ESG Leadership Committee, and the Sustainable Investing team.
He joined Putnam in 2011 and has been in the investment industry since 1993.
He has over 31 years of industry experience.
Prior to joining Putnam, he was a Portfolio Manager and an Analyst at Fidelity Investments from 1997 to 2011 and an Equity Research Associate at Donaldson, Lufkin & Jenrette from 1993 to 1997.
Mr. Perkins earned a B.A.
in Economics from Amherst College.
Shep Perkins active positions
| Companies | Position | Start |
|---|---|---|
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1971 and is a subsidiary of Putnam US Holdings I LLC, ultimately held by Power Corp. of Canada (TSX: POW). PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Chief Investment Officer | 01/02/2019 |
The Putnam Advisory Co. LLC
 The Putnam Advisory Co. LLC Investment ManagersFinance The Putnam Advisory Co. LLC (PAC) is a SEC-registered investment advisor and hedge fund manager headquartered in The Putnam Advisory Co. LLC 76203, Massachusetts. The firm was founded in 1968 and is a subsidiary of Putnam Advisory Holdings II LLC, ultimately owned by Power Corp. of Canada (TSE: POW). PAC manages assets for institutional and international clients as well as various pooled investment funds. | Head-Equity Investments | 01/08/2011 |
Former positions of Shep Perkins
| Companies | Position | End |
|---|---|---|
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Portfolio Manager-Equities | 31/12/2010 |
| Donaldson, Lufkin & Jenrette Securities Corp. | Corporate Officer/Principal | 31/12/1996 |
Training of Shep Perkins
| Amherst College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Finance |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1971 and is a subsidiary of Putnam US Holdings I LLC, ultimately held by Power Corp. of Canada (TSX: POW). PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Finance |
| Donaldson, Lufkin & Jenrette Securities Corp. | Finance |
The Putnam Advisory Co. LLC
The Putnam Advisory Co. LLC Investment ManagersFinance The Putnam Advisory Co. LLC (PAC) is a SEC-registered investment advisor and hedge fund manager headquartered in The Putnam Advisory Co. LLC 76203, Massachusetts. The firm was founded in 1968 and is a subsidiary of Putnam Advisory Holdings II LLC, ultimately owned by Power Corp. of Canada (TSE: POW). PAC manages assets for institutional and international clients as well as various pooled investment funds. | Finance |
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