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Team Member

Miles Putnam, CFA®

President · Senior Portfolio Manager

Professional

Miles Putnam joined Provident in 2010, rising to Senior Portfolio Manager and adding the President role in 2026. He is responsible for managing the company's day to day operations. Miles received a Bachelor of Arts with Highest Honors in Economics from the University of Michigan, as well as a Master of Science from UM’s School of Information. He holds the Chartered Financial Analyst® (CFA) designation. He has written for Better Investing Magazine, been quoted by numerous publications including Dealreporter and IR Magazine and is also on the editorial staff of the Investor Advisory Service. Before joining Provident in 2010, he worked as a research associate in behavioral finance economics, and as an intellectual property analyst for Ocean-Tomo LLC.

Personal

Miles lives in Ann Arbor with his spouse, two daughters, and their mini-goldendoodle Ruby. Miles is a U of M sports fanatic and a lifelong Cubs fan. He enjoys board games, reading, creative writing, and volunteering in various roles, including Treasurer of Westside United Methodist Church.

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Education

  • Bachelor of Arts (B.A.) in Economics – University of Michigan (Highest Honors)

  • Master of Science (M.S.) – University of Michigan School of Information

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