Profile
John M.
Putnam is the founder of Belmont Harbor Capital LLC, which was founded in 2004.
He worked as an Analyst at Stanford Group Co. from 2004 to 2006, as a Senior Analyst at Dawson James Securities, Inc. from 2006 to 2008, and as a Senior Analyst at Nextwave Research, Inc. from 2008 to 2009.
He was also a Managing Director & Senior Analyst at Capstone Investments from 2012 to 2013.
Mr. Putnam received his MBA from George Washington University in 1974 and his undergraduate degree from Baldwin-Wallace College.
Former positions of John M. Putnam
Companies | Position | End |
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Capstone Investments
Capstone Investments Investment Banks/BrokersFinance Founded in 1995, Capstone Investments is a broker/dealer headquartered in San Diego, California with an additional office in Milwaukee, Wisconsin. The firm provides a full range of institutional services including, investment banking, research, deal origination and capital introduction services. They provide fundamental research and investment opinions to their clients primarily on small- to mid-cap companies. | Analyst-Equity | 31/12/2012 |
Nextwave Research, Inc.
Nextwave Research, Inc. Investment ManagersFinance Nextwave Research, Inc. is a research firm located in Pembroke Pines, Florida. | Analyst-Equity | 31/07/2009 |
Dawson James Securities, Inc.
Dawson James Securities, Inc. Investment Banks/BrokersFinance Dawson James Securities, Inc. (Dawson James) is a full service investment firm and registered broker-dealer headquartered in Boca Raton, Florida. The firm was founded in 2002 and is a subsidiary of Ark Financial Services, Inc. Dawson James offers research, institutional & retail sales, and execution trading & corporate services to institutional money managers, mutual funds, registered investment advisors, corporations and insurance companies. | Analyst-Equity | 30/12/2008 |
Stanford Group Co.
Stanford Group Co. Investment Banks/BrokersFinance Founded in 1932, Stanford Group Co. is a broker/dealer headquartered in Houston, Texas with offices nationwide. They are a subsidiary of Stanford Financial Services, Inc. and their ultimate parent is CBaySystems Holdings Ltd. The firm offers a full range of brokerage services for both domestic and international clients. They are a member of the NASD and the SIPC. Stanford's research includes both institutional equity research and Washington-focused policy research, offering a perspective on individual companies, sector-specific topics and national policy. Their equity analysts offer insight and opinions on companies in the consumer/retail, media, energy, financial institutions, healthcare, technology and water/environment sectors, targeting small- and mid-cap companies. Their policy analysts deliver investment relevant insights across a broad range of sectors, including geopolitics, international/trade, Federal Reserve board policy, health care (including services, medical devices and pharmaceuticals, telecom, media, financial services, water/environment, agribusiness/tobacco, energy) and technology (including information technology services, homeland security and biometrics/emerging technologies). | Analyst-Equity | 29/08/2006 |
Belmont Harbor Capital LLC
Belmont Harbor Capital LLC Investment Banks/BrokersFinance Belmont Harbor Capital LLC is an independent equity research firm that is affiliated with Soleil Group Securities. They focus on small- to mid-sized emerging healthcare companies and institutional investors with a healthcare investment interest. Belmont is located in Chicago. | Analyst-Equity | 09/05/2005 |
Training of John M. Putnam
George Washington University | Masters Business Admin |
Baldwin-Wallace College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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Belmont Harbor Capital LLC
Belmont Harbor Capital LLC Investment Banks/BrokersFinance Belmont Harbor Capital LLC is an independent equity research firm that is affiliated with Soleil Group Securities. They focus on small- to mid-sized emerging healthcare companies and institutional investors with a healthcare investment interest. Belmont is located in Chicago. | Finance |
Stanford Group Co.
Stanford Group Co. Investment Banks/BrokersFinance Founded in 1932, Stanford Group Co. is a broker/dealer headquartered in Houston, Texas with offices nationwide. They are a subsidiary of Stanford Financial Services, Inc. and their ultimate parent is CBaySystems Holdings Ltd. The firm offers a full range of brokerage services for both domestic and international clients. They are a member of the NASD and the SIPC. Stanford's research includes both institutional equity research and Washington-focused policy research, offering a perspective on individual companies, sector-specific topics and national policy. Their equity analysts offer insight and opinions on companies in the consumer/retail, media, energy, financial institutions, healthcare, technology and water/environment sectors, targeting small- and mid-cap companies. Their policy analysts deliver investment relevant insights across a broad range of sectors, including geopolitics, international/trade, Federal Reserve board policy, health care (including services, medical devices and pharmaceuticals, telecom, media, financial services, water/environment, agribusiness/tobacco, energy) and technology (including information technology services, homeland security and biometrics/emerging technologies). | Finance |
Dawson James Securities, Inc.
Dawson James Securities, Inc. Investment Banks/BrokersFinance Dawson James Securities, Inc. (Dawson James) is a full service investment firm and registered broker-dealer headquartered in Boca Raton, Florida. The firm was founded in 2002 and is a subsidiary of Ark Financial Services, Inc. Dawson James offers research, institutional & retail sales, and execution trading & corporate services to institutional money managers, mutual funds, registered investment advisors, corporations and insurance companies. | Finance |
Nextwave Research, Inc.
Nextwave Research, Inc. Investment ManagersFinance Nextwave Research, Inc. is a research firm located in Pembroke Pines, Florida. | Finance |
Capstone Investments
Capstone Investments Investment Banks/BrokersFinance Founded in 1995, Capstone Investments is a broker/dealer headquartered in San Diego, California with an additional office in Milwaukee, Wisconsin. The firm provides a full range of institutional services including, investment banking, research, deal origination and capital introduction services. They provide fundamental research and investment opinions to their clients primarily on small- to mid-cap companies. | Finance |
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