Jason Putman, CFP®, CFA

Jason is a Managing Director and Portfolio Manager in MAI's Investment group.  He joined the firm in 2012.  From 2004 to 2012 Jason worked for Victory Capital Management where he was a Portfolio Manager on the Large Cap Value team and an Energy and Technology Sector Analyst on the Equity Research team.  Jason earned his BA from Michigan State University.  He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Financial Analyst® designation. He is also a member of the CFA Society of Cleveland.