Andover School District Awards Financial Advisory Contract to Fl Putnam (April 2025)
Andover School DistrictSchool · Andover, MA- Approved
- Apr 9, 2025
The 30-second brief
The board approved the transfer of trust funds from UBS to Schwab, based on the advisor's recommendation from FL Putnam. This change aims to improve communication for fund releases, coordinate future transfers, and eliminate annual maintenance fees.
Fl Putnam holds this financial advisory contract with Andover School District. Its other public contracts on record include work for Andover Housing Authority.
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Contract details
- Contract type
- Financial Advisory
- Document date
- April 9, 2025
- Term
- NA
- Vendor
- Fl Putnam
- Agency
- Andover School District
- Source document
- andover-school-district-meeting-minutes-2025-04-09_20d.pdf (Meeting Minutes)
Fl Putnam's other public contracts
More Andover School District contracts
Questions about this contract
Who was awarded the financial advisory contract by Andover School District?
Fl Putnam was awarded this financial advisory contract by Andover School District, as recorded on April 9, 2025.
What type of contract is this?
This is a Financial Advisory contract, documented as a meeting minutes record.
Where was this contract approved?
This contract appears in andover-school-district-meeting-minutes-2025-04-09_20d.pdf (Meeting Minutes), dated April 9, 2025 from Andover School District. 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.
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What is Andover School District currently buying?
Explore Andover School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.