Shep Perkins, CFA

Chief Investment Officer, Equities

Shep Perkins, CFA


Mr. Perkins is Chief Investment Officer of Equities. He is responsible for leading Putnam’s Equities group, including the portfolio management, research, and trading areas. Mr. Perkins is a member of Putnam's Operating Committee and the ESG Committee, which leads environmental, social, and governance initiatives across the firm. He joined Putnam in 2011 and has been in the investment industry since 1993.

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Years in the industry: 29
Years at Putnam Investments: 11

  • 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


  • Amherst College, B.A., Economics