Former RI Lt. Gov. Begin Joins F.L. Putnam Investment Management Company
GoLocalProv Business Team
Former RI Lt. Gov. Begin Joins F.L. Putnam Investment Management Company
The company announced a veteran management team.
"We are extremely fortunate to have assembled a seasoned and passionate team of wealth and investment management professionals, who are also stalwarts of the Rhode Island community, to lead F.L.Putnam's expansion in the region. We expanded into Providence last year with the aim of providing Rhode Islanders high-quality, independent wealth and investment management advice, delivered by people living and working within the local community. With our expanded presence, led by Tom, Roger, Marianne and Glen, we expect to continue to deliver outstanding service and results to the local client base, and expand our presence in the region,” said Tom Manning, CEO at F.L.Putnam. He continued,
GET THE LATEST BREAKING NEWS HERE -- SIGN UP FOR GOLOCAL FREE DAILY EBLAST
Thomas P. Fay, CFA®, has been appointed as Regional President for Rhode Island; former Rhode Island Lt. Governor, Roger N. Begin, CFP®, will serve as Private Client Advisor; and Marianne Pursley, CFP® has been hired as Investment Advisor.
Fay will work directly with Manning and the existing Providence team, led by Glen Martin, CFP®, to grow the firm's existing client base in Rhode Island.
He will also oversee all local market operations for F.L.Putnam.
Tom Fay is a seasoned financial services executive with over three decades wealth and investment management experience. Mr. Fay most recently served as Regional President at BNY Mellon where he led the wealth management group for the Southern New England region. Prior to BNY Mellon, he was Chief Investment Officer and Head of Private Bank and Trust at Citizens Bank. Fay spent most of his early career in various investment management positions at Bank of America, FleetBoston Financial and Shawmut National Bank. A Rhode Island native, Mr. Fay is involved in several local community organizations. He serves on the Rhode Island State Investment Commission, is Chair of the Board of Governors of the Boys and Girls Club of Providence and is a board member of the Providence Performing Arts Center and St. Luke's Church Finance Committee. Fay is also an Adjunct Professor of Finance at Providence College.
Roger Begin is a trusted and respected community leader who has spent more than 35 years working for the people of Rhode Island. Begin started his career in the public sector, serving as General Treasurer for the State of Rhode Island from 1985-1989 and as Lieutenant Governor from 1989-1993. For the past 25 years, Begin has worked in the wealth management industry helping clients solve problems and fulfill their financial goals. He most recently served as a Senior Wealth Director at BNY Mellon in Providence. Prior to BNY Mellon, Begin served as Private Client Advisor at Bank of America. He holds the CERTIFIED FINANCIAL PLANNERTM professional designation. An active member of the local community Begin currently serves as Chair of the Rhode Island Hospital Foundation, VP, Board of Governors of The University Club of Providence, and Honorary Trustee at Bryant University.
Marianne Pursley has more than 20 years of wealth management experience. She most recently served as Senior Wealth Manager at BNY Mellon in Providence. During her tenure at BNY Mellon, Pursley worked closely with high-net-worth individuals and families to develop comprehensive wealth plans to achieve their financial goals. She holds the CERTIFIED FINANCIAL PLANNERTM professional designation. Pursley is active in the Rhode Island community serving on the board of the Providence Children's Museum and Community Prep School and as a Trustee of the YMCA of Greater Providence.
Glen Martin is a 35-year veteran in the financial services industry. He joined F.L.Putnam in 2016 and currently serves as a Private Client Advisor in Providence helping clients develop financial plans to build, protect and transition their wealth. Prior to F.L.Putnam, Martin spent 30 years at Bank of America and its predecessor organizations, most recently as Market Executive of U.S. Trust in the New England market. At U.S. Trust he also served as Market Executive for the State of Rhode Island, where he led a team of advisors focused on delivering wealth and investment management services for private clients. He holds the CERTIFIED FINANCIAL PLANNERTM professional designation. Martin is a board member of Family Services of Rhode Island and previously served as President of the Bryant University National Alumni Council.
19 to Watch in 2019 - FULL LIST
Angie Armenise
Chef and co-owner of Blackie’s Bulldog Tavern in Smithfield, Angie Armenise has it all going. Expansion to a new and larger location, a wonderfully loyal customer base and a big stack of awards -- and more to come in the new year. READ MORE
Marcela Betancur
Marcela Betancur, the new head of Latino Policy Institute at Roger Williams University and will be the power behind Latinx think tank in 2019.
Betancur, a Central Falls native, most recently worked READ MORE
Brian Goldner
No one will influence the psyche of Rhode Island more this year than Hasbro CEO Brian Goldner. After the loss of the PawSox to Worcester and the closing of Rhode Island’s beloved Benny's in 2017, Rhode Islanders are a bit raw.
He is poised to announce that Hasbro is...READ MORE
Cortney Nicolato
New United Way of Rhode Island President and CEO Cortney Nicolato succeeded Anthony Maione in 2018 — and takes on her first full year at the helm of the social service organization in 2019.
She is a Rhode Islander turned Texan returned back to Rhode Island. The Pawtucket native is all about Rhode Island and is passionate about helping to improve issues of housing affordability and the quality of education in RI. She is the mother of two elementary school-aged children. READ MORE
Sabina Matos
It is the rise of the Phoenix in Providence. On Monday, Sabina Matos won back the Presidency of the Providence City Council and returns to the top legislative position in the City of Providence.
As Providence goes so goes Rhode Island. Matos will be faced with taking on some of the most difficult issues in the state. READ MORE
Jamie Bova
The Newport City Councilor At-Large lined up the votes to votes for Mayor after being elected to just her second term on the Newport City Council this past November.
Bova, an engineer who grew up in Middletown, attended URI, and moved to Newport in 2012, succeeds Harry Winthrop as the city faces major changes ahead for 2019, including the construction of a new hotel on Thames Street — and more hotel proposals in the pipeline — and READ MORE
Jennifer Wood
The former private practice attorney turned top government aide turned non-profit director might have her biggest — and most public — battle on her hands in 2019.
RI Center for Justice Executive Director Jennifer Wood joined GoLocal News Editor on GoLocal LIVE where she spoke to the next steps after filing a federal class-action lawsuit in late November on behalf of all Rhode Island public school students to establish the right, under the U.S. Constitution, to an adequate education to prepare young people for full civic education.
Catholic Church Sex Abuse Survivors
In 2018, Bishop Tobin with the Diocese of Providence landed on GoLocal's “18 to Watch” as the Catholic Church was — and continues to remain — at the center of lawsuits pertaining to the collapse of the St. Joseph pension fund.
He’ll remain squarely in the spotlight — and not for good — in 2019, when he has pledged to release a list of names of abusive priests “credibly accused” over the years in the Diocese, as pressure mounts nationally for how sexual abuse claims were handled around the country — READ MORE
Matt Voskuil
One of Newport’s most iconic — and upscale — dining locations has a new look, a new chef — and people are taking note not just in Newport, but beyond.
Executive Chef and Director of Food and Beverage, Matt Voskuil at the newly opened Cara at the Chanler READ MORE
David Torchiana
The most powerful person in healthcare in Rhode Island may soon be a man who rarely visits the state and few here know his name.
Dr. David Torchiana is the CEO of Partners HealthCare and he is poised to push through an acquisition of Rhode Island’s second largest hospital group, ending the local control over three of Rhode Island’s most important healthcare assets. And, the deal has the potential of putting in peril thousands of Rhode Island jobs through consolidation. READ MORE
RI GOP Party Chair
Rhode Island Republican Party Chair Brandon Bell was defeated in his run for the General Assembly in 2018.
Republican Cranston Mayor Allan Fung lost in his second attempt at the Rhode Island Governor’s office, after a bruising primary that saw former opponent and House Minority Leader opt to endorse former Republican-turned-independent (and honorary chair for President Donald Trump’s campaign in Rhode Island) Joe Trillo. READ MORE
Anthony Baro
Anthony Baro heads Newport-based PowerDocks — one of Rhode Island’s most interesting startups. It is a market-making green tech company that, in many ways, combines the best of Rhode Island.
The emerging maritime renewal energy company is having an impact in the U.S. and globally. READ MORE
Blake Filippi
Blake Filippi is the new House Minority leader and is a fresh-faced leader for the GOP in Rhode Island. But, he faces a number of challenges. READ MORE
Desmond Cambridge
Brown University sophomore basketball player Desmond Cambridge has been a human highlight film his first year and a half on College Hill. He won Ivy League Freshman of the Year and this year he is READ MORE
Sarah Markey
South Kingstown School Board member Sarah Markey has been at the center of controversy since her election in November.
Markey, a top labor leader for the RI National Education Association, has drawn criticism by Democrats, Republicans and multiple municipal attorneys because READ MORE
Peter Neronha
Peter Neronha, the new Attorney General, takes over for the controversial Peter Kilmartin. The former U.S. Attorney for Providence now faces a far busier assignment than his federal one. READ MORE
Dylan Conley
Dylan Conley seems to be everywhere. Recently, GoLocal featured the attorney as one of Rhode Island's "Emerging Leaders."
He is the chairman of the Providence Board of Licenses and is in a hotbed READ MORE
Mike McGovern
Chef Mike McGovern -- formerly the chef at Red Stripe -- is taking the helm at East Greenwich's Kai Bar -- and now 241 Main Sports Bar and Grill.
Kai Bar is a combination of small plates and big drinks, “Kai offers a rotating small plates menu from an award-winning Chef and Craft Cocktails READ MORE
BIg Tourism Voids
Tourism is one of the most important sectors of the Rhode Island economy and two of the most important positions in the state are now vacant. READ MORE
