Jason Putman, CFP®, CFA

Senior Portfolio Manager, Managing Director

Cleveland, OH

LET'S CONNECT

Designations

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Chartered Financial Analyst

 

Work Experience

  • Joined MAI in 2012
  • Served as a Portfolio Manager on the Large-Cap Value team and Technology Sector Analyst on the Equity Research Team with Victory Capital Management from 2004-2012
  • Was a Research Analyst with Credit Suisse First Boston on a Housing/Building Products team
  • Served as a Petty Officer in the Personal Records Department for the United States Navy from 1994 to 1998

 

Life Outside of MAI 

  • Member of the CFA Society of Cleveland

 

Education

  • Michigan State University, BA in Finance

We look forward to learning about your financial goals.

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