Kimberly Ann Ratcliffe

Employer firm

F L Putnam Investment Management Co. CRD 106223

$9.72B regulatory AUM 81 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2001 → 06/2022
  Salem Capital Management, Inc.
  Woburn, MA
• 07/2022 → Present
  F. L. Putnam Investment Management Co.
  Lynnfield, MA

Previous Registrations

• 2002-01-01 → 2022-12-22
  Salem Capital Management Inc
  Woburn, MA

Designations

• Chartered Financial Analyst

Other Names

• Kimberly Ann Ginder