Jason Putman

Portfolio Manager at MAI Capital Management - Cleveland, OH, US

Jason Putman's Colleagues at MAI Capital Management
Roberta Lemmo

Managing Director, Family Office

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David Clare

Senior Trader

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Anthony Knox

Network Administrator

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Nicholas McCreary

Wealth Advisor, Director

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Aaron Asta

Senior System Engineer

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Kurt Nye

Managing Director and Portfolio Manager

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Chris Brennan

Managing Director, Wealth Management

Contact Chris Brennan

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Jason Putman's Contact Details
Email (Verified)
***@mai.capital
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Mobile Number
(XXX) XXX-XXXX
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HQ
216-920-4800
Location
Solon, Ohio, United States
Company
MAI Capital Management
Jason Putman's Company Details
MAI Capital Management logo, MAI Capital Management contact details

MAI Capital Management

Cleveland, OH, US • 250 - 499 Employees
Financial Services

MAI Capital Management ("MAI") is a full-service wealth manager and registered investment adviser (RIA) that caters to the financial planning and investment needs of high-net-worth individuals, ultra-high-net-worth families, successful business owners, and professional athletes. MAI also provides targeted investment solutions for financial advisors and institutional investors. MAI is solutions-focused and dedicated to providing excellent client service. The firm supports this philosophy by creating a culture that promotes collaboration and innovation and places a high priority on attracting, developing and retaining experienced individuals.Founded in 1973, MAI is a SEC-registered investment advisor with $14.4 billion in assets under management and more than 275 employees as of March 31, 2022.

Integrated Wealth Management Family Office Services Investment Management Open Architecture RIA Retirement Planning Estate Planning Tax Planning Portfolio Management Succession Planning RIA M&A RIA M&A
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Frequently Asked Questions about Jason Putman
Jason Putman currently works for MAI Capital Management.
Jason Putman's role at MAI Capital Management is Portfolio Manager.
Jason Putman's email address is ***@mai.capital. To view Jason Putman's full email address, please signup to ConnectPlex.
Jason Putman works in the Financial Services industry.
Jason Putman's colleagues at MAI Capital Management are Roberta Lemmo, David Clare, Anthony Knox, Nicholas McCreary, Aaron Asta, Kurt Nye, Chris Brennan and others.
Jason Putman's phone number is 216-920-4800
See more information about Jason Putman