Tucker DonahoeCRD Number: 6096119
Current Firm: Putnam Investment Management, LLC
Tucker Donahoe (CRD# 6096119) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 4 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Putnam Investments||Andover, MA||Sep 2013 - Current||4|
|Unemployed||Canton, MA||Aug 2013 - Sep 2013||< 1|
|Lake Street Advisors||Boston, MA||Jul 2013 - Aug 2013||< 1|
|Unemployed||Canton, MA||Sep 2012 - Jul 2013||< 1|
|Ubs Private Wealth Management||Boston, MA||Sep 2012 - Sep 2012||< 1|
|Ubs||Boston, MA||Aug 2012 - Sep 2012||< 1|
|Unemployed||Canton, MA||May 2012 - Aug 2012||< 1|
|Middlebury College||Middlebury, VT||Sep 2010 - May 2012||1|
|Financial Engines||Boston, MA||Jun 2010 - Sep 2010||< 1|
|Middlebury College||Middlebury, VT||Sep 2009 - Jun 2010||< 1|
|Arrow Hockey And Sport Corporation||Stoughton, MA||Jun 2009 - Sep 2009||< 1|
|Middlebury College||Middlebury, VT||Sep 2008 - Jun 2009||< 1|
|St. Sebastian's School||Needham, MA||Sep 2003 - Sep 2008||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2013|
|S65||NASAA Investment Advisors Law Examination||May 2014|
Total Assets Under Management85,501MILLIONS
Total Number of Accounts123ACCOUNTS
Average Account Value$695,133,322
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
AZ, LA, MA, NE, NH, TX, WA
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