Jason Edward Putman
Portefeuillebeheerder-Aandelen bij MAI Capital Management LLC
Profiel
Mr. Jason E.
Putman, CFA, is a Senior Portfolio Manager & Managing Director at MAI Capital Management LLC.
He is also a Portfolio Manager in MAI's Investment Department.
He joined MAI in August 2012 and is primarily responsible for management of the firm's MLP Strategy.
Mr. Putman previously worked for Victory Capital Management (from 2004 to 2012) where he was a Portfolio Manager on the Large Cap Value team and an Energy and Technology Sector Analyst on the Equity Research team.
He earned his BA from Michigan State University.
He holds the Chartered Financial Analyst designation and is a member of the CFA Society of Cleveland.
Actieve functies van Jason Edward Putman
| Bedrijven | Functie | Begin |
|---|---|---|
MAI Capital Management LLC
 MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms. | Portefeuillebeheerder-Aandelen | 01-08-2012 |
Eerdere bekende functies van Jason Edward Putman
| Bedrijven | Functie | Einde |
|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Corporate Officer/Principal | 31-03-2004 |
Voyager Information Networks, Inc.
 Voyager Information Networks, Inc. Specialty TelecommunicationsCommunications Voyager Information Networks, Inc. provides internet services. It offers services to individuals, businesses, and organizations. Voyager Information Networks is headquartered in East Lansing, MI. | Corporate Officer/Principal | 31-05-2000 |
| United States Navy (District of Columbia) | Corporate Officer/Principal | 31-08-1998 |
Victory Capital Management, Inc. (Investment Management)
 Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Analyst-Equity | - |
Opleiding van Jason Edward Putman
| Michigan State University | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 5 |
|---|---|
Victory Capital Management, Inc. (Investment Management)
Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Finance |
MAI Capital Management LLC
MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms. | Finance |
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Finance |
Voyager Information Networks, Inc.
Voyager Information Networks, Inc. Specialty TelecommunicationsCommunications Voyager Information Networks, Inc. provides internet services. It offers services to individuals, businesses, and organizations. Voyager Information Networks is headquartered in East Lansing, MI. | Communications |
| United States Navy (District of Columbia) | Government |
