Jason Putman, CFP®, CFA

Senior Portfolio Manager, Managing Director

Cleveland, OH


Jason is a Senior Portfolio Manager in MAI’s Investment group, joining 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.

We look forward to learning about your financial goals.