96. Don Putnam
   The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication
Thursday, November 11, 2010

96. Don Putnam

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.

Printed from:

Copyright 2010, InvestmentWires, Inc.
All Rights Reserved
Back to Top