Catherine Arnold (CRD# 6707595) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 7 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Putnam Retail Management | Andover, MA | Sep 2016 - Current | 7 |
| Camp Harkness | Waterford, CT | Jul 2016 - Aug 2016 | < 1 |
| Summer Vacation | Old Lyme, CT | May 2016 - Jul 2016 | < 1 |
| University Of Notre Dame | Notre Dame, IN | Jun 2015 - May 2016 | < 1 |
| Summer Vacation | Old Lyme, CT | May 2015 - Jun 2015 | < 1 |
| University Of Notre Dame | Notre Dame, IN | Aug 2014 - May 2015 | < 1 |
| Golin | Chicago, IL | Jun 2014 - Aug 2014 | < 1 |
| Summer Vacation | Old Lyme, CT | Apr 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2017 |
- MA
-
Total Assets Under Management97,851MILLIONS
-
Total Number of Accounts180ACCOUNTS
-
Average Account Value$543,617,726
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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