Charlotte, March 17, 2021 – Denis R. Curcio, CFP® of Carroll Financial today announced that he has been asked to join the Putnam Investments Advisory Council. The Council consists of accomplished senior financial advisors who are regularly consulted on ways that Putnam can best serve the advisor community, with the ultimate goal of driving successful outcomes for clients.
“I am pleased to have been named to the Putnam Investments Advisory Council and welcome the opportunity to share my professional perspective with Putnam leadership, as well as engage with colleagues from across the industry on important issues and emerging trends,” said Mr. Curcio.
Scott C. Sipple, Head of Putnam Retail Management, explained, “The Putnam Investments Advisory Council was established as a mechanism to receive feedback, ideas and suggestions from a diverse base of advisors and to create a forum for meaningful, ongoing dialogue on matters of shared importance in a rapidly changing environment. We deeply value the insights of our Council members who play a role in driving excellence across our offerings to the marketplace.”
The Putnam Investments Advisory Council consists of leading advisors who are neither employed by Putnam nor are members of firms that are direct affiliates of Putnam. At the Council’s quarterly meetings, advisors provide candid thoughts on Putnam’s offerings and interact with peers to broadly discuss the financial services industry.
About Putnam Investments
Founded in 1937, Putnam Investments is a global money management firm with over 80 years of investment experience. At the end of February 2021, Putnam had $193 billion in assets under management. Putnam has offices in Boston, London, Frankfurt, Tokyo, Singapore and Sydney. For more information, visit putnam.com.
About Carroll Financial — Trust Matters ™
Carroll Financial is one of the Carolina region’s oldest and largest family-owned, independent financial planning and wealth management firms. Our financial advisors offer years of experience and provide customized financial planning to our clients.
Registered Representative of and securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Carroll Financial Associates, Inc., a Registered Investment Adviser. Carroll Financial and Cetera Advisor Networks are not affiliated. Carroll Financial and Cetera Advisor Networks are not affiliated with any other named entity. 4521 Sharon Road, Suite 400, Charlotte, NC 28211 (704) 553-8006Awards & Recognition