Shep Perkins, CFA

Chief Investment Officer, Equities

Shep Perkins, CFA

Responsibilities

Mr. Perkins is Chief Investment Officer, Equities, for Putnam Investments. He is responsible for leading Putnam’s Equities group, including the portfolio management, research, and trading areas. In addition, Mr. Perkins is a portfolio manager of Putnam Global Equity Fund and Putnam Sustainable Leaders Fund. He joined Putnam in 2011 and has been in the investment industry since 1993.

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Experience

Years in the industry: 26
Years at Putnam Investments: 8
  • Fidelity Investments, Portfolio Manager, Fidelity Mid-Cap Stock Fund, 2005–2011
  • Fidelity Investments, Portfolio Manager, Fidelity OTC Fund, 2003–2004
  • Fidelity Investments, Analyst, Health-care, Telecommunications, and Technology Sectors, 1997–2003
  • Donaldson, Lufkin & Jenrette, Equity Research Associate, Chemicals Sector, 1993–1997

Education

  • Amherst College, B.A., Economics