Page 19 - SFS Catalog Volume 6 Jan 2017

Mutual Funds
Mutual Funds *Preferred Vendors Page 15
Page 19

JP Morgan

Ext: Bill Manegio | (561) 358-0974 | bill.manegio@jpmorgan.com
Int: Evan O’Rourke | (614) 213-8137| evan.r.rourke@jpmorgan.com

Oppenheimer

West Central Florida Sarasota north to Brooksville, east to Plant City
Ext: Michael Weigner | (813) 765-0230 | mweigner@ofiglobal.com
Int: Mitchell Smith | (212) 323-0704 | mismith@ofiglobal.com

East Central Florida Orlando south to Vero Beach, west to Winter Haven

Ext: Lorna Lindquist | (918) 521-5841 | llindquist@ofiglobal.com
Int: Ivan DelRio | (212) 323-0625 | idelrio@ofiglobal.com

Southeast Florida Deerfield Beach north to Port St. Lucie

Ext: Jim Mugno | (561) 252-3798 | jmugno@ofiglobal.com
Int: Adam Cohn | (212) 323-0321 | acohn@ofiglobal.com

North Florida Jacksonville to Pensacola

Ext: Greg Everett | (813) 382-7997 | geverett@ofiglobal.com
Int: Gabrielle O’Leary | (212) 323-0641 | goleary@ofiglobal.com

South Florida Pompano Beach west to Fort Myers and south to the Keys

Ext: Jack Goldin | (954) 770-0899 | jgoldin@ofiglobal.com
Int: Greg Kelly | (212) 323-0540 | gkelly@ofiglobal.com

Putnam

Southeast Florida Punta Gorda east to Jupiter, and south

Ext: Marc Marotta | (786) 390-6572 | marc_marotta@putnam.com
Int: Colin Robichaud | (786) 974-1717 | colin_robichaud@putnam.com

North / Central Florida West Palm Beach west to Sarasota, north to Jacksonville

Ext: Austin Gilbert | (813) 285-3187 | austin_gilbert@putnam.com
Panhandle

Ext: Mark E. Donovan | (404) 354-7221 | mark_donovan@putnam.com
Int: Sydney Cushing | (786) 974-1780 | sydney_cushing@putnam.com

19 Edition Date 03/2017