H. Calvin Place

Mr. Henry C.
Place is President at Diversified Financial Management Associates, Inc. He works closely with DFM clients on the development and execution of wealth management strategies.
Additional responsibilities at the firm include setting overall investment policy, conducting investment research, and overseeing portfolio risk management.
His investment management experience includes 9 years at Putnam Investments where he held portfolio management and analyst responsibilities as part of the Global Core Equity team.
He is a member of the Boston Security Analyst Society, the South Shore Chamber of Commerce, the Boston Estate Planning Council, and the Association for Investment Management and Research.
Mr. Place attended Bucknell University where he earned a B.S.
in Economics, and went on to earn an MBA from Boston University in 2000.
He also holds the CFA designation.