Michael Petro, CFA

Portfolio Manager, Analyst

Professional Overview
Michael Petro is an experienced Portfolio Manager and Analyst at Putnam Investments, where he has demonstrated a strong track record of delivering consistent, risk-adjusted returns for clients over the past two decades. With a deep expertise in financial analysis and portfolio management, Michael leverages his industry knowledge to navigate complex market dynamics and identify attractive investment opportunities.

Experience Summary

Current Role
As a Portfolio Manager and Analyst at Putnam Investments since 2002, Michael is responsible for managing a diversified portfolio of equity and fixed-income securities. In this role, he leverages his analytical skills to conduct in-depth research, evaluate market trends, and construct well-diversified investment strategies tailored to client risk profiles and investment objectives. Under Michael's management, the portfolio has consistently outperformed its benchmark by an average of 2.5% annually over the past 5 years.

Career Progression
Prior to joining Putnam Investments, Michael served as a Senior Research Associate at RBC, where he was instrumental in supporting the firm's equity research efforts and providing investment recommendations to institutional clients. During his time at RBC, Michael's research coverage and insights contributed to the successful performance of several high-profile investment strategies.

Academic Background
Michael holds a Bachelor of Science degree in Finance from the University of Massachusetts and is a Chartered Financial Analyst (CFA) charterholder. He has been recognized for his academic excellence, earning several awards and scholarships throughout his academic career.

Areas of Expertise

• Fundamental equity analysis and valuation

• Fixed-income portfolio construction and risk management

• Macroeconomic analysis and scenario planning

• Asset allocation and diversification strategies

• Team leadership and client relationship management

Professional Impact
Michael's contributions to the investment management industry have been widely recognized. He has been invited to speak at several industry conferences, where he has shared his insights on market trends and investment best practices. Additionally, Michael has authored numerous articles and research papers that have been published in leading industry publications, further enhancing his reputation as a thought leader in the field.

Conclusion
With his extensive experience, deep industry knowledge, and proven track record of delivering superior investment performance, Michael Petro is a valuable asset to Putnam Investments and the clients he serves. As he continues to drive innovation and deliver exceptional results, Michael remains focused on leveraging his expertise to navigate the evolving investment landscape and create long-term value for his clients.