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Shep Perkins, CFA

Chief Investment Officer

Summary

Location:

Boston, Massachusetts, United States

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Shep is Chief Investment Officer of Putnam Investments. He is responsible for Putnam's investment management, research, trading, and global business strategy functions. This includes oversight of Putnam's portfolio and research teams and processes, risk and quantitative teams, client portfolio managers, thought leadership, sustainability initiatives and policies, and the strategy team. Based in the Boston office, he joined Putnam in 2011 and has been in the investment industry since 1993.

Previously at Putnam, Shep served as Co-Head of Equities, was Lead Portfolio Manager of Putnam's global equity strategies, and managed several other Putnam portfolios until 2021. Prior to joining Putnam, he was a Portfolio Manager and an Analyst at Fidelity Investments from 1997 to 2011. Earlier, he was an Equity Research Associate at Donaldson, Lufkin & Jenrette from 1993 to 1997.

Shep earned a B.A. in Economics from Amherst College.