FL Putnam's Tom Manning: An Inside Look at One of the Nation's Fastest-Growing RIAs

RIA+
18/11/2024 28 min Temporada 2 Episodio 1
FL Putnam's Tom Manning: An Inside Look at One of the Nation's Fastest-Growing RIAs

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Episode Synopsis

FL Putnam is one of the fastest-growing RIAs in the nation, and crossed $10B in assets earlier this year after successfully acquiring and integrating a number of businesses and teams over the last 24 months. The firm has evolved into a true wealth platform with a diverse mix of services – one that has the firm positioned for continued strategic growth in 2025 and beyond. Tom Manning sits down with Emigrant's Mark Bruno in this first episode of season 2 of RIA+ to offer an inside look at the drivers of FL Putnam's success. 

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