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Thursday, July 01, 2021|
A $198B-AUM AM Adds an Asset Allocation Co-Chief
At an 84-year-old, $198-billion-AUM (as of May 31) asset manager, an 11-year company veteran will help lead asset allocation.
Schoen and Cooper also confirmed that portfolio manager Adrian Chan has been added as a PM to all the GAA offerings. The GAA team manages about $17 billion in assets.
Cooper lauds Schoen's "broad expertise and deep experience" and trumpet's Goldstein's "portfolio construction acumen ... particularly in the target-date investment sphere." Schoen adds praise for Goldstein's "tremendous passion for capital markets, exceptional investing skills and commitment to innovation."
Goldstein will also join Putnam's operating committee. As a PM and analyst, he's been part of the GAA team for more than a decade. He joined Putnam in 2010 after receiving his graduate and undergraduate degrees at Cornell.
Chan rejoined Putnam in 2008, after graduating from Wharton. Prior to that he spent three earlier years at Putnam and earned his undergraduate degree at Harvard.
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