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Gwen Elizabeth Callinan

Putnam Investment Management, LLC

Boston, MA

CRD 7638902

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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:

Current Employers
Putnam Investment Management, Llc

100 Federal St, Boston, MA 02110 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-05-24
  • MA RA
    APPROVED
    Since 2023-05-24

Branch Locations

100 Federal St, Boston, MA 02110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Putnam Retail Management Boston MA 09/2022 07/2024
Pio Pio Chicken Charlotte NC 06/2022 08/2022
Auburn Football Recruiting Auburn AL 08/2021 02/2022
Perspective Counseling Auburn AL 01/2022 03/2022
Moore's Mill Country Club Auburn AL 08/2020 11/2020
Auburn University Auburn AL 08/2018 05/2022
New Dominion Bank (Now Park National Bank- Charlotte) Charlotte NC 05/2019 08/2019
Enventys Partners Charlotte NC 05/2020 08/2020
Nannying Charlotte NC 05/2020 08/2020
Nanny Charlotte NC 05/2018 08/2018
Carmel Christian School Charlotte NC 08/2015 05/2018
Suneast Development Old Lyme CT 05/2021 08/2021
Franklin Distributors, Lllc Stamford CT 07/2024 Present
Putnam Investment Management Boston MA 05/2023 07/2024
  • 09/2022 → 07/2024
    Putnam Retail Management
    Boston, MA
  • 06/2022 → 08/2022
    Pio Pio Chicken
    Charlotte, NC
  • 08/2021 → 02/2022
    Auburn Football Recruiting
    Auburn, AL
  • 01/2022 → 03/2022
    Perspective Counseling
    Auburn, AL
  • 08/2020 → 11/2020
    Moore's Mill Country Club
    Auburn, AL
  • 08/2018 → 05/2022
    Auburn University
    Auburn, AL
  • 05/2019 → 08/2019
    New Dominion Bank (Now Park National Bank- Charlotte)
    Charlotte, NC
  • 05/2020 → 08/2020
    Enventys Partners
    Charlotte, NC
  • 05/2020 → 08/2020
    Nannying
    Charlotte, NC
  • 05/2018 → 08/2018
    Nanny
    Charlotte, NC
  • 08/2015 → 05/2018
    Carmel Christian School
    Charlotte, NC
  • 05/2021 → 08/2021
    Suneast Development
    Old Lyme, CT
  • 07/2024 → Present
    Franklin Distributors, Lllc
    Stamford, CT
  • 05/2023 → 07/2024
    Putnam Investment Management
    Boston, MA
Other Businesses

G. Misc. - Owner; New York, NY.; Beginning 9/13/2025; Approx: 8 hours a month; no time during normal securities trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-12
  • S66 Uniform Combined State Law Examination
    2023-05-12

View on SEC IAPD

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