Jason Putman, CFP®, CFA

Senior Portfolio Manager & Team Leader, Managing Director

Cleveland, OH

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Designations

  • CERTIFIED FINANCIAL PLANNER® professional1
  • 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

 

1Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

We look forward to learning about your financial goals.

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