Patrick Caine

Background

About Patrick Caine

I work for Putnam Investments As a Wealth Management Specialist, I work directly with financial advisors, sharing innovative business building ideas and content to more effectively prospect, accumulate new households and retain current clients. I provide unique ways to target traditional and evolving markets: including Taxes, Estate Planning, Social Security/Medicare, and Washington/legislation geared towards high net worth, business owners, retirees and individuals. These ideas allow us to provide non-investment alpha for our advisors by highlighting strategies not commonly known or exercised. I offer training on consultative technology and digital media strategies to help advisors grow their business effectively and efficiently. I graduated from Stonehill College with degrees in Economics and Finance in 2013 and currently live in Somerville, Massachusetts. I am currently working towards my CFP designation. The views and opinions expressed are my own, are subject to change with market conditions, and are not meant as investment advice. I am affiliated with Putnam Retail Management.