Don Putnam Grail Partners Managing Partner

The man behind the deal reshaping 401(k) industry, Grail Partners advised National Retirement Partners on its pending sale to the soon-to-be-public LPL (see our sister publication, The 401kWire, 7/14/2010).

After leaving Putnam Lovell (which he co-founded) in 2005, Don Putnam created another investment banking firm, Grail Partners, which also specializes in asset management deal-making.

At the same time, Grail Partners also has ties in to the active ETF business via one of the pioneers in the space, Grail Advisors. 

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Correction: A prior version of this story mischaracterized the nature of the relationship between Grail Partners and Grail Advisors.

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