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Jason Edward Putman
Portfolio Manager-Equities at
MAI Capital Management LLC
Profile
Mr. Jason E.
Putman, CFA, is a Senior Portfolio Manager, Team Leader & Managing Director at MAI Capital Management LLC.
He joined MAI in 2012.
Mr. Putman previously 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.
He also was a Research Analyst with Credit Suisse First Boston on a Housing/Building Products team.
He received his BA in Finance degree from Michigan State University.
Jason Edward Putman active positions
| Companies | Position | Start |
|---|---|---|
MAI Capital Management LLC
 MAI Capital Management LLC Investment ManagersFinance MAI seeks real capital growth proportionate to the level of risk the client is willing to take. The firm uses an investor identification and profile questionnaire to document the client’s investment objectives, time horizon, risk tolerance, tax considerations, and any special considerations and/or restrictions the client chooses to place on the management of the account. They select suitable categories of investments based on the clients' attitudes about risk and their need for capital appreciation or income. MAI primarily seeks to hold securities for the longer term, especially in taxable accounts. The firm uses short-term trades and options less frequently and only when, in their judgment, they are appropriate for a particular account or given market condition. | Portfolio Manager-Equities | 01/08/2012 |
Former positions of Jason Edward Putman
| Companies | Position | End |
|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/03/2004 |
Voyager Information Networks, Inc.
 Voyager Information Networks, Inc. Specialty TelecommunicationsCommunications Provides internet services | Corporate Officer/Principal | 31/05/2000 |
US Department of the Navy (District of Columbia)
 US Department of the Navy (District of Columbia) SovereignGovernment Naval service branch of the government | Corporate Officer/Principal | 31/08/1998 |
Victory Capital Management, Inc. (Investment Management)
 Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital-IM is a diversified global investment management firm offering a wide array of independent investment approaches and innovative solutions designed to drive better investment outcomes. | Analyst-Equity | - |
Training of Jason Edward Putman
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
89
1st degree connections
6
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Victory Capital Management, Inc. (Investment Management)
Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital-IM is a diversified global investment management firm offering a wide array of independent investment approaches and innovative solutions designed to drive better investment outcomes. | Finance |
Michigan State University
 Michigan State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Voyager Information Networks, Inc.
Voyager Information Networks, Inc. Specialty TelecommunicationsCommunications Provides internet services | Communications |
US Department of the Navy (District of Columbia)
US Department of the Navy (District of Columbia) SovereignGovernment Naval service branch of the government | Government |
MAI Capital Management LLC
MAI Capital Management LLC Investment ManagersFinance MAI seeks real capital growth proportionate to the level of risk the client is willing to take. The firm uses an investor identification and profile questionnaire to document the client’s investment objectives, time horizon, risk tolerance, tax considerations, and any special considerations and/or restrictions the client chooses to place on the management of the account. They select suitable categories of investments based on the clients' attitudes about risk and their need for capital appreciation or income. MAI primarily seeks to hold securities for the longer term, especially in taxable accounts. The firm uses short-term trades and options less frequently and only when, in their judgment, they are appropriate for a particular account or given market condition. | Finance |
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