About
Jason Putman, CFP®, CFA, is a Senior Portfolio Manager and Team Leader at MAI Capital Management, based in Cleveland, Ohio. In this role, he is responsible for portfolio construction, client relationship management, and leading a team within the firm’s investment management division, serving high-net-worth individuals and institutional clients.
Putman’s expertise covers a broad array of asset classes, with a primary focus in equities and fixed income strategies. He is also experienced in alternative investments, including publicly traded partnerships (PTPs) and master limited partnerships (MLPs), as evidenced by his participation in industry conferences and his leadership in multi-asset portfolios.
With nearly two decades in the financial services industry, Putman holds both Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) designations. His commitment to excellence is reflected in his leadership roles and longstanding track record in developing tailored investment solutions for diverse client needs.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| MAI Capital Management, LLC | Portfolio Manager | Aug 2012 to Present | — |
| Victory Capital Management | Portfolio Manager | Jan 2006 to Aug 2012 | • Analyze and recommend stocks and portfolio construction strategies for the Large-cap Value and Focus Value equity portfolios. • Responsibilities include portfolio management, investment research, cl... |
| Victory Capital Management | Research Analyst, Energy and Technology Sectors | Apr 2004 to Jul 2011 | • Responsible for investment recommendations, detailed financial modeling, and industry analysis. • Supported multiple investment strategies including large-cap core, large-cap value, mid-cap core, an... |
| Credit Suisse | Research Analyst | Jun 2000 to Mar 2004 | • A member of Ivy Zelman’s Housing/Home Products Team. Our team was ranked #1 in Institutional Investor from 2000-2004. • Responsible for the research (written reports, modeling, valuation) for 11 Bui... |
| Voyager Information Networks | Financial Analyst, Mergers and Acquisitions | Jun 1999 to Jun 2000 | • Assisted in the acquisition of over 20 companies by prospecting deals, analyzing target companies, and preparing detailed outlines of potential acquisitions for senior management. • Developed financ... |
| US Navy | Personnel Officer | Oct 1994 to Aug 1998 | • Provided customer service while working in a high profile environment located in U.S. Naval Headquarters. • Accountable for the maintenance and correction of the pay and personnel records for over 5... |
Education
Michigan State University
Bachelor of Arts (B.A.), Finance, General
1998 — 2000
Others at Mai Capital Management (9)
| Name | Role | Location |
|---|---|---|
 | Sr. Portfolio Manager | Cincinnati, OH , United States |
 | Co-Regional President, Managing Director | Philadelphia, PA , United States |
 | Regional President, Senior Managing Director | St. Louis, MO , United States |
K Kurt Nye | Managing Partner, Chief Investment Officer | Cleveland, OH , United States |
R Robert Hamer | Managing Director | Northbrook, IL , United States |
 | Partner and Managing Director | Cleveland, OH , United States |
 | Regional President | Little Rock, AR , United States |
J John Ciancibello | Managing Director | Cleveland, OH , United States |
W William Collins | Managing Director | Burlington, MA , United States |