CoverProfile

Nicholas Bozek

Portfolio Analyst

F.L.Putnam Investment Management Company

United States, Oregon, Portland

About Me

Mr. Bozek is a portfolio analyst and works alongside the portfolio managers, investment advisors, and private client advisors to implement portfolio strategy in accordance with each client’s investment objectives. He also supports FLP’s operations team through internal audits, custodial reconciliations, and client reporting. Previously, Nick was an account officer and worked closely with clients to provide a trusted point of contact and to ensure a consistent, positive experience. A native of Portland, Nick attended Rollins College in Winter Park, FL. There he received his bachelor’s degree in economics, with a minor in international business. Prior to joining F.L.Putnam, Nick worked with Ti
View more

Profile Information

Portfolio Analyst

F.L.Putnam Investment Management Company

Investment Team

Investor

Consultant

Portland

Oregon

United States

May 16, 2024

More profiles to browse

Profile Photo
Ryan Mcquilkin
Principal, Managing Director of Fixed Income, Portfolio Manager
RB
Robertson Breed
Principal, Managing Director of Investment Advisory Services, Portfolio Manager
Profile Photo
Todd Mills
Investment Advisor
RA
Robert Abballe
Principal, Director of Equity Strategy Research

You Might Like

DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
PM
Prtima MISHRA1
Software Engineer
PA TEST
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation