Shep Perkins, CFA

Chief Investment Officer

Shep Perkins, CFA

Responsibilities

In leading Putnam Investments, Mr. Perkins is responsible for investment management, research, trading, and global business strategy. This includes oversight of portfolio and research teams and processes, risk and quantitative teams, strategy specialists, thought leadership, and sustainability initiatives and policies. He joined Putnam in 2011 and has been in the investment industry since 1993.

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Experience

Years in the industry: 32
Years at Putnam Investments: 14
  • Fidelity Investments, Portfolio Manager, Fidelity Mid-Cap Stock Fund, 2005–2011
  • Fidelity Investments, Portfolio Manager, Fidelity OTC Fund, 2003–2004
  • Fidelity Investments, Analyst, Healthcare, Telecommunications, and Technology Sectors, 1997–2003
  • Donaldson, Lufkin & Jenrette, Equity Research Associate, Chemicals Sector, 1993–1997

Education

  • Amherst College, B.A., Economics