Shep Perkins, CFA

Chief Investment Officer, Equities

Shep Perkins, CFA

Responsibilities

Mr. Perkins is Chief Investment Officer, Equities, for Putnam Investments and a member of Putnam's Operating Committee. 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's Global Core Equity and Sustainable Leaders strategies. 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