Sara Jane Curtis

Employer firm

Putnam Investment Management, LLC CRD 106629

$117B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)

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

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

Current Employers

Employment History

• 09/2022 → Present
  Putnam Investment Management
  Boston, MA
• 08/2021 → 05/2022
  Georgetown University
  Washington, DC
• 06/2018 → 06/2021
  Arbella Insurance
  Quincy, MA
• 06/2017 → 08/2017
  Osterville Historical Museum
  Osterville, MA
• 08/2014 → 05/2018
  Trinity College
  Hartford, CT
• 05/2022 → 09/2022
  Unemployed
  Milton, MA
• 07/2024 → Present
  Franklin Distributors, Llc
  Boston, MA
• 09/2022 → 07/2024
  Putnam Retail Management
  Boston, MA
• 07/2024 → Present
  Franklin Advisers, Inc.
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2023-03-11