
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
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
Brian Reich
Principal, Managing Director of Atrato Consulting
SV
Steven Violin
Principal, Managing Director of Proprietary Investment Management and Portfolio Manager at F.L.Putnam Investment Management Company
Angelo Manning
Investment Analyst, Credit Strategies
RA
Robert Abballe
Principal, Director of Equity Strategy Research
You Might Like
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management