People Moves

Former CIO At Boston Private Wealth Joins Massachusetts RIA

Eliane Chavagnon Editor - Family Wealth Report December 11, 2015

Former CIO At Boston Private Wealth Joins Massachusetts RIA

The former chief investment officer at Boston Private Wealth has taken the helm at FL Putnam Investment Management.

Tom Manning has left his post as chief investment officer at Boston Private Wealth to become chief executive of FL Putnam Investment Management, the RIA in Wellesley, MA.  

Manning succeeds John Carberry, the firm’s president, who is retiring from his role after 15 years. Carberry will continue with the firm in an advisory role in 2016.

At the end of October, Boston Private Wealth named Thomas Anderson as chief investment officer.

Prior to Boston Private Wealth, Manning served as CEO and CIO at Silver Bridge Advisors and earlier was managing director of portfolio advisory services at Bank of America.

“We are excited to move ahead with a number of key firm initiatives including a financial planning practice and a new technology platform, which will better educate our clients on the various facets of their financial landscape,” said Ellen Flaherty, chief operating officer at FL Putnam.

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes