William J. Monroe, CFA

Portfolio Manager

William J. Monroe, CFA

Responsibilities

Mr. Monroe is a Portfolio Manager in the Small Cap Equities group. He is responsible for the overall strategy and positioning of Putnam's small-cap growth strategy. Mr. Monroe joined Putnam in 2012 and has been in the investment industry since 1996.

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Experience

Years in the industry: 21
Years at Putnam Investments: 5

  • Federated Investors, Senior Investment Analyst, 2008–2012
  • American Century Investment Management, Investment Analyst, 2002–2008
  • Ariel Capital Management, Interdepartmental Analyst, 1999–2000
  • Mercer Investment Consulting, Investment Analyst, 1997–1999
  • Bisys Investment Services, Fund Accountant, 1996–1997

Education

  • University of Chicago, Booth School of Business, M.B.A.
  • Miami University, B.S., Finance