$11B F.L.Putnam Lands Minority Investment from Bixby Wealth
· wealthmanagement.com
F.L.Putnam’s leadership team will remain in place, though 2022 minority investor Emigrant Partners will exit its position with the deal.
F.L.Putnam, a Lynnfield, Mass.-based RIA with over $11 billion in assets under management, has secured a new minority investment from Bixby Wealth Solutions, an...