Jason Putman

Jason Putman, CFA, currently serves as a Portfolio Manager at MAI Capital Management, LLC, a position held since August 2012, overseeing large-cap value and focus value equity portfolios while engaging in investment research and client servicing. Prior experience includes a tenure as a Portfolio Manager at Victory Capital Management, where responsibilities encompassed stock analysis and portfolio construction, and a Research Analyst role focused on the energy and technology sectors. Earlier career highlights include a position as a Research Analyst at Credit Suisse, where Jason contributed to a top-ranked housing/home products team, and a Financial Analyst role at Voyager Information Networks, facilitating mergers and acquisitions. Jason began a professional journey in the U.S. Navy, serving as a Personnel Officer, and holds a Bachelor of Arts in Finance from Michigan State University.