Anne Putnam, Senior Vice President, reflected on why she works in finance and what drew her to this industry:
“Growing up in this family business set the stage for my career progression. From the dining room table on weekends to family trips, I saw firsthand my parents cultivate the investor when out of the office plus associates within. These experiences enhanced my childhood as they would include me. Once I matriculated to graduate school, the “aha” moment in Finance class set me on the path to eventually come home and assist our firm’s growth and succession.”
Liza Baran, Director, FAM Funds Shareholder Services, shares her advice for others who want to set off in a similar direction:
“It is important to always focus on the quality of your work, maintain a positive attitude, and take initiative. Building relationships and learning from senior members of the team will pay dividends over time. Keep a learning mindset and pursue education in your field whether that’s an advanced degree, an industry license, taking a class, or reading a book. As you advance, be the mentor you wish you had and pay it forward!”
Whether it is surrounding yourself with great people, continual learning, or building relationships along the way, our ‘Women in Finance’ leaders are happy to share their insights to encourage and support the leaders of tomorrow.
Photo credit: Paige McCarthy Photography