MONA K. SUTPHEN

Corporate Board Profile

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PUTNAM MANAGED MUNICIPAL INCOME TRUST

Filing Date Source Excerpt
2020-03-25 Mona K. Sutphen — Ms. Sutphen’s extensive experience advising corporate, philanthropic and institutional investors on the intersection of geopolitics, policy and markets, as well as her prior service as White House Deputy Chief of Staff for Policy and as a US Foreign Service Officer.
2021-03-16 Director of Unitek Learning, a private nursing and medical services education provider in the United States.
2022-03-11 Mona K. Sutphen — Senior Advisor at The Vistria Group, a private investment firm focused on middle-market companies in healthcare, education, and financial services industries.
2023-03-20 Director of Spotify Technology S.A., a publicly traded audio content streaming service.
2023-08-02 Mona K. Sutphen
2024-03-07 Partner, Investment Strategies at The Vistria Group, a private investment firm focused on middle-market companies in the healthcare, education, and financial services industries.
2025-03-10 Partner, Investment Strategies at The Vistria Group, a private investment firm; Director of Spotify Technology S.A., a publicly traded audio content streaming service

PUTNAM MASTER INTERMEDIATE INCOME TRUST

Filing Date Source Excerpt
2020-03-25 Mona K. Sutphen — Ms. Sutphen’s extensive experience advising corporate, philanthropic and institutional investors on the intersection of geopolitics, policy and markets, as well as her prior service as White House Deputy Chief of Staff for Policy and as a US Foreign Service Officer, her work advising financial services companies on macro risks, and her service as a director of public companies.
2021-03-16 Senior Advisor at The Vistria Group, a private investment firm focused on middle-market companies in healthcare, education, and financial services industries.
2022-03-11 Mona K. Sutphen — Senior Advisor at The Vistria Group, a private investment firm focused on middle-market companies in healthcare, education, and financial services industries.
2023-03-20 Director of Spotify Technology S.A., a publicly traded audio content streaming service; Director of Unitek Learning, a private nursing and medical services education provider in the United States.
2024-03-07 Partner, Investment Strategies at The Vistria Group, a private investment firm focused on middle-market companies in the healthcare, education, and financial services industries.
2025-03-10 Partner, Investment Strategies at The Vistria Group; Director of Spotify Technology S.A.

PUTNAM PREMIER INCOME TRUST

Filing Date Source Excerpt
2020-03-25 Mona K. Sutphen — Ms. Sutphen’s extensive experience advising corporate, philanthropic and institutional investors on the intersection of geopolitics, policy and markets, as well as her prior service as White House Deputy Chief of Staff for Policy and as a US Foreign Service Officer, her work advising financial services companies on macro risks, and her service as a director of public companies.
2021-03-16 Mona K. Sutphen — Ms. Sutphen’s extensive experience advising corporate, philanthropic and institutional investors on the intersection of geopolitics, policy and markets, as well as her prior service as White House Deputy Chief of Staff for Policy and as a US Foreign Service Officer, her work advising financial services companies on macro risks, and her service as a director of public companies.
2022-03-11 Mona K. Sutphen — Ms. Sutphen’s extensive experience advising corporate, philanthropic and institutional investors on the intersection of geopolitics, policy and markets, as well as her prior service as White House Deputy Chief of Staff for Policy and as a US Foreign Service Officer.
2023-03-20 Director of Spotify Technology S.A., a publicly traded audio content streaming service.
2023-08-02 Mona K. Sutphen
2024-03-07 Director of Spotify Technology S.A., a publicly traded audio content streaming service; Director of Unitek Learning, a private nursing and medical services education provider in the United States.
2025-03-10 Partner, Investment Strategies at The Vistria Group, a private investment firm focused on middle-market companies in the healthcare, education, and financial services industries.

Data sourced from SEC filings. Last updated: 2025-07-16