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Lowell Putnam

Lowell Putnam

Co-Founder & CEO, Quovo

Lowell Putnam is co-founder and CEO of Quovo, Inc., a data science platform optimized to extract, manage, and analyze financial portfolio data.

Latest from Lowell Putnam

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WealthTech
Despite Risk Alert, FINRA Standards Depend on Account AggregationDespite Risk Alert, FINRA Standards Depend on Account Aggregation
byLowell Putnam
Apr 12, 2018
3 Min Read
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WealthTech
Five Questions You Should Be Asking Your Account Aggregation ProviderFive Questions You Should Be Asking Your Account Aggregation Provider
byLowell Putnam
Dec 8, 2017
4 Min Read

All from Lowell Putnam

Client Data Insights for Your Market Volatility Conversations
Investment
Client Data Insights for Your Market Volatility Conversations
Client Data Insights for Your Market Volatility Conversations
Feb 26, 2016
|
4 Min Read
byLowell Putnam, Co-Founder & CEO
3 Good Insight Pieces on Millennials
Career Moves
3 Good Insight Pieces on Millennials
3 Good Insight Pieces on Millennials
Jan 12, 2015
|
2 Min Read
byLowell Putnam, Co-Founder & CEO
Next-gen Productivity Tools
Career Moves
Next-gen Productivity Tools
Next-gen Productivity Tools
Dec 29, 2014
|
3 Min Read
byLowell Putnam, Co-Founder & CEO

Latest news

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Hightower CEO Bob Oros To Step Down
Hightower CEO Bob Oros To Step Down

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Industry News & Trends
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McKinsey Estimates Advisor Shortage of 100,000 by 2034

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Investing Strategies
Morningstar: Advisor Use of Custom Model Portfolios Rises
Advisor Use of Custom Model Portfolios Rises

Feb 11, 2025

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