Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2020-03-25 | Mona K. Sutphen (Born 1967), Trustee since 2020; Senior Advisor at The Vistria Group... Independent Trustee... No compensation reported for 2019 as she was appointed effective April 1, 2020. |
| 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 — Senior Advisor at The Vistria Group, a private investment firm focused on middle-market companies in the healthcare, education, and financial services industries. From 2014 to 2018, Partner at Macro Advisory Partners, a global consulting firm. ... The Committee currently consists of Drs. Joskow (Chair), Messrs. Leibler and Putnam, and Ms. Baumann. ... The Committee currently consists of Messrs. Ahamed (Chair), Leibler, and Putnam, and Mses. Baumann and Sutphen. ... Estimated annual benefits from all Putnam funds upon retirement ($)(1) n/a Total compensation from all Putnam funds ($)(2) $332,500 |
| 2023-03-20 | Mona K. Sutphen (Born 1967), Trustee since 2020; Partner at The Vistria Group; Member of Brokerage Committee, Contract Committee, Exchange-Traded Fund Committee, Investment Oversight Committee A; Total compensation $392,000. |
| 2023-08-02 | Mona K. Sutphen |
| 2024-03-07 | Mona K. Sutphen (Born 1967), Trustee since 2020...Partner at The Vistria Group...Member of Audit, Compliance and Risk Committee...Member of Board Policy and Nominating Committee...Member of Investment Oversight Committee A...Member of Pricing Committee...Total compensation from Putnam funds complex ($): $354,660. |
| 2025-03-10 | Mona K. Sutphen (Born 1967), Trustee since 2020. Committees: Audit, Compliance and Risk Committee, Exchange-Traded Fund Committee, Investment Oversight Committee A, Pricing Committee. Compensation: $1,188 + $668 + $1,509 + $1,477 = $4,837 |
| Filing Date | Source Excerpt |
|---|---|
| 2020-03-25 | Mona K. Sutphen (Born 1967), Trustee since 2020; Senior Advisor at The Vistria Group... Independent Trustee... No committee memberships listed... Total compensation from all Putnam funds N/A. |
| 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. ... The Committee currently consists of Messrs. Singh (Chair), Akhoury and Joskow, Ms. Domotorffy and Dr. Hill. ... The Committee currently consists of Messrs. Ahamed (Chair), Leibler, and Putnam, and Mses. Baumann and Sutphen. ... Investment Oversight Committee A currently consists of Mses. Domotorffy (Chair) and Sutphen, Messrs. Ahamed, Reynolds and Singh, and Dr. Joskow. ... Mona K. Sutphen/2020 (8) ... $226,250 |
| 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, her work advising financial services companies on macro risks, and her service as a director of public companies. |
| 2023-03-20 | Mona K. Sutphen (Born 1967), Trustee since 2020; Independent Trustee; Committees: Brokerage Committee, Contract Committee, Exchange-Traded Fund Committee, Investment Oversight Committee A; Total compensation from Putnam funds complex: $392,000. |
| 2023-08-02 | MONA K. SUTPHEN |
| 2024-03-07 | Mona K. Sutphen (Born 1967), Trustee since 2020; Partner at The Vistria Group; Member of Audit, Compliance and Risk Committee; Member of Board Policy and Nominating Committee; Member of Investment Oversight Committee A; Member of Pricing Committee; Total compensation from Putnam funds complex ($): $354,660. |
| 2025-03-10 | Mona K. Sutphen (Born 1967), Trustee since 2020. Partner, Investment Strategies at The Vistria Group. Fees paid: $1,188 (Putnam Managed Municipal Income Trust), $668 (Putnam Master Intermediate Income Trust), $1,509 (Putnam Municipal Opportunities Trust), $1,477 (Putnam Premier Income Trust). |
| Filing Date | Source Excerpt |
|---|---|
| 2020-03-25 | Mona K. Sutphen (Born 1967), Trustee since 2020; Senior Advisor at The Vistria Group... Ms. Sutphen was appointed to the Boards of Trustees of the open-end Putnam Funds effective April 1, 2020... Estimated annual benefits from all Putnam Trustees/Year: N/A; Total compensation from all Putnam funds ($): N/A. |
| 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. The Brokerage Committee currently consists of Messrs. Ahamed (Chair), Leibler, and Putnam, and Mses. Baumann and Sutphen. The Board Policy and Nominating Committee currently consists of Dr. Joskow (Chair), Messrs. Leibler and Putnam, and Ms. Baumann. Investment Oversight Committee A currently consists of Mses. Domotorffy (Chair) and Sutphen, Messrs. Ahamed, Reynolds and Singh, and Dr. Joskow. Total compensation from all Putnam funds ($)(2): $226,250. |
| 2022-03-11 | Mona K. Sutphen — Ms. Sutphen’s extensive experience advising corporate, philanthropic and institutional investors on the intersection of geopolitics, policy and markets, as well as her prior service as White House Deputy Chief of Staff for Policy and as a US Foreign Service Officer, her work advising financial services companies on macro risks, and her service as a director of public companies. ... The Brokerage Committee currently consists of Messrs. Ahamed (Chair), Leibler, and Putnam, and Mses. Baumann and Sutphen. ... Investment Oversight Committee A currently consists of Mses. Domotorffy (Chair) and Sutphen, Messrs. Ahamed, Reynolds and Singh, and Dr. Joskow. ... Estimated annual benefits from all Putnam funds upon retirement ($)(1) n/a Total compensation from all Putnam funds ($)(2) $332,500 |
| 2023-03-20 | Mona K. Sutphen (Born 1967), Trustee since 2020; Partner at The Vistria Group; Member of Audit, Compliance and Risk Committee; Member of Brokerage Committee; Member of Exchange-Traded Fund Committee; Member of Investment Oversight Committee A; Total compensation from Putnam funds complex $392,000. |
| 2024-03-07 | Mona K. Sutphen (Born 1967), Trustee since 2020...Partner at The Vistria Group...Member of Audit, Compliance and Risk Committee...Member of Board Policy and Nominating Committee...Member of Exchange-Traded Fund Committee...Member of Investment Oversight Committee A...Member of Pricing Committee...Total compensation from Putnam funds complex ($): $354,660. |
| 2025-03-10 | Mona K. Sutphen (Born 1967), Trustee since 2020 Partner, Investment Strategies at The Vistria Group. Committees: Audit, Compliance and Risk Committee, Board Policy and Nominating Committee, Exchange-Traded Fund Committee, Investment Oversight Committee A, Pricing Committee. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-03-25 | Mona K. Sutphen (Born 1967), Trustee since 2020; Senior Advisor at The Vistria Group... Compensation: Not stated. |
| 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. ... The Committee currently consists of Messrs. Ahamed (Chair), Leibler, and Putnam, and Mses. Baumann and Sutphen. ... The Committee currently consists of Messrs. Singh (Chair), Akhoury and Joskow, Ms. Domotorffy and Dr. Hill. ... Investment Oversight Committee A currently consists of Mses. Domotorffy (Chair) and Sutphen, Messrs. Ahamed, Reynolds and Singh, and Dr. Joskow. ... Mona K. Sutphen/2020 (8) N/A $226,250 |
| 2022-03-11 | Mona K. Sutphen — Ms. Sutphen’s extensive experience advising corporate, philanthropic and institutional investors on the intersection of geopolitics, policy and markets, as well as her prior service as White House Deputy Chief of Staff for Policy and as a US Foreign Service Officer, her work advising financial services companies on macro risks, and her service as a director of public companies. ... The Committee currently consists of Dr. Joskow (Chair), Messrs. Leibler and Putnam, and Ms. Baumann. ... The Committee currently consists of Messrs. Ahamed (Chair), Leibler, and Putnam, and Mses. Baumann and Sutphen. ... Estimated annual benefits from all Putnam funds upon retirement ($)(1) n/a Total compensation from all Putnam funds ($)(2) $332,500 |
| 2023-03-20 | Mona K. Sutphen (Born 1967), Trustee since 2020; Partner at The Vistria Group; Member of Brokerage Committee, Contract Committee, Exchange-Traded Fund Committee, Investment Oversight Committee A; Total compensation $392,000. |
| 2023-08-02 | MONA K. SUTPHEN |
| 2024-03-07 | Mona K. Sutphen (Born 1967), Trustee since 2020...Partner at The Vistria Group...Member of Audit, Compliance and Risk Committee...Member of Board Policy and Nominating Committee...Member of Investment Oversight Committee A...Member of Pricing Committee...Total compensation from Putnam funds complex ($): $354,660. |
| 2025-03-10 | Mona K. Sutphen (Born 1967), Trustee since 2020. Committees: Audit, Compliance and Risk Committee, Exchange-Traded Fund Committee, Investment Oversight Committee A, Pricing Committee. Compensation: $1,188 + $668 + $1,509 + $1,477 |
Data sourced from SEC filings. Last updated: 2026-02-03