William Monroe
Portefeuillebeheerder-Aandelen bij Putnam Investment Management LLC
Profiel
Mr. William J.
Monroe, CFA MBA, is a Portfolio Manager at Putnam Investment Management LLC.
Previously at Putnam, he was an Analyst in the Equity Research group.
He was responsible for conducting fundamental analysis and valuation of small- and mid-cap companies in the industrials sector and making buy/sell recommendations.
He joined Putnam in 2012 and has been in the investment industry since 1996.
He has over 28 years of industry experience.
Mr. Monroe was employed as a Senior Investment Analyst by American Century Investments Value Yield LLC and a Vice President & Senior Investment Analyst by Federated Investment Management Co.
He received his undergraduate degree from Miami University and an MBA from The University of Chicago.
Actieve functies van William Monroe
| Bedrijven | Functie | Begin |
|---|---|---|
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. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Portefeuillebeheerder-Aandelen | 01-01-2012 |
Eerdere bekende functies van William Monroe
| Bedrijven | Functie | Einde |
|---|---|---|
American Century Investments Value Yield LLC
 American Century Investments Value Yield LLC Miscellaneous Commercial ServicesCommercial Services American Century Investments Value Yield LLC provides asset management services. The company is headquartered in Kansas City, MO. | Corporate Officer/Principal | 01-01-2008 |
Federated Investment Management Co.
 Federated Investment Management Co. Investment ManagersFinance Federated Investment Management Co. (FIMCO) is a mutual fund manager and SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of FII Holdings, Inc., owned by Federated Hermes, Inc. (NYSE: FHI). FIMCO offers domestic and international equity, fixed-income and money market mutual funds, and a variety of separate account options for many investors. | Analyst-Equity | 30-06-2012 |
Opleiding van William Monroe
| The University of Chicago | Masters Business Admin |
| Miami University | Undergraduate Degree |
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Federated Investment Management Co.
Federated Investment Management Co. Investment ManagersFinance Federated Investment Management Co. (FIMCO) is a mutual fund manager and SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of FII Holdings, Inc., owned by Federated Hermes, Inc. (NYSE: FHI). FIMCO offers domestic and international equity, fixed-income and money market mutual funds, and a variety of separate account options for many investors. | Finance |
American Century Investments Value Yield LLC
American Century Investments Value Yield LLC Miscellaneous Commercial ServicesCommercial Services American Century Investments Value Yield LLC provides asset management services. The company is headquartered in Kansas City, MO. | Commercial Services |
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. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Finance |
