James Putman
About James Putman
James Putman serves as the Regional Director at Eaton Vance, where he has worked since 2002. He specializes in financial advisory services in New Jersey and has over two decades of experience in managing relationships with various financial advisors.
Work at Eaton Vance
James Putman has served as Regional Director at Eaton Vance since 2002. In this role, he specializes in the financial advisory sector, focusing on managing relationships with independent advisors, banks, insurance advisors, and registered investment advisors (RIAs) in New Jersey. His experience spans over two decades, during which he has developed expertise in handling assets under management below $200 million.
Previous Experience at J.J. Kenny Drake, Inc.
Before joining Eaton Vance, James Putman worked at J.J. Kenny Drake, Inc. as a Bid Wanted Broker from 1988 to 1993. His five years in this position contributed to his understanding of the financial markets and enhanced his skills in relationship management within the financial services industry.
Education and Expertise
James Putman studied at Denison University, where he earned a Bachelor of Arts in Economics from 1979 to 1983. His educational background provides a solid foundation for his career in the financial advisory sector. He also attended Mendham High School from 1979 to 1983, furthering his academic development during his formative years.
Professional Affiliations
James Putman is a member of FINRA/SIPC, which demonstrates his commitment to regulatory compliance and investor protection. This affiliation reflects his dedication to maintaining high standards within the financial advisory industry and ensuring the safety of client investments.
Industry Experience
With over twenty years of experience in the financial advisory sector, James Putman has developed a strong proficiency in managing relationships with various financial professionals. His expertise includes working with independent advisors, banks, insurance advisors, and RIAs, ensuring effective management of assets under $200 million.