CONTRACTAPPROVED

Andover Housing Authority Awards Financial Advisor Contract to Fl Putnam (April 2025)

Approved: Apr 9, 2025

What it covers

Punchard Free School board approved to change the custodian of the trust funds from UBS to Schwab, as suggested by FL Putnam, due to difficulties in releasing funds from UBS and the opportunity to coordinate future transfers directly with FL Putnam, eliminating the annual maintenance fee.

Who holds it

Fl Putnam holds this financial advisor contract with Andover Housing Authority. Its other public contracts on record include work for Andover School District.

See every contract and contact at Andover Housing Authority.

See every contract

Free account · 30-second setup · No credit card

Contract details

Contract type: Financial Advisor
Document date: April 9, 2025
Term: NA
Vendor: Fl Putnam
Agency: Andover Housing Authority
Source document: trustees-of-the-punchard-free-school-meeting-minutes-2025-04-09_8e9.pdf (Meeting Minutes)

Fl Putnam's other public contracts

Andover School District, MassachusettsTrust funds to move to FL Putnam for better coordination · Apr 9, 2025Undisclosed All Fl Putnam contractsVendor profile

More Andover Housing Authority contracts

AECOMAECOM invoice for construction engineering services · Nov 19, 2025Undisclosed AECOMAECOM invoice for MCC/PC upgrades on agenda · Nov 19, 2025Undisclosed SMMASMMA Invoices Up for Approval · Nov 19, 2025Undisclosed PMACommittee to Approve PMA Invoices · Nov 19, 2025Undisclosed GILBANEGilbane Construction Invoices for Approval · Nov 19, 2025Undisclosed All Andover Housing Authority activityAgency profile

Questions about this contract

Who was awarded the financial advisor contract by Andover Housing Authority?

Fl Putnam was awarded this financial advisor contract by Andover Housing Authority, as recorded on April 9, 2025.

What type of contract is this?

This is a Financial Advisor contract, documented as a meeting minutes record.

Where was this contract approved?

This contract appears in trustees-of-the-punchard-free-school-meeting-minutes-2025-04-09_8e9.pdf (Meeting Minutes), dated April 9, 2025 from Andover Housing Authority. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Fl Putnam hold?

Fl Putnam may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

Show 1 more question

What is Andover Housing Authority currently buying?

Explore Andover Housing Authority's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

Work in government? Get Civic IQ free →

More Andover Housing Authority contracts →Browse all agencies in Massachusetts →