Ian is currently the President and Chief Investment Officer of Blackhaw Wealth Management, a boutique investment adviser located in Austin, Texas. Blackhaw Wealth Management provides advisory services to high net worth private clients, including individuals, families and foundations. Ian is CFA Charterholder.
John M. Putnamhas been covering the Medical Device and Technology industry on Wall Street for more than 30 years. He previously served as Senior Medical Device Analyst at Dawson James and Stanford Financial Group. He also held similar positions at Smith Barney, Wellington Management, L.F. Rothschild, Alex Brown & Sons, Adams, Harkness & Hill, and Gruntal. He was also a principle and co-founder of Belmont Harbor Capital, a boutique investment research and merchant bank in Chicago.
As an analyst for the past three decades, Mr. Putnam has been responsible for the technology, fundamental, regulatory and reimbursement research of the medical device industry. He has extensive knowledge of many segments of the medical device and technology industry including cardiovascular, orthopedics, diagnostics, and urology and the healthcare information industry. He was one of the first analysts on Wall Street to identify angioplasty and Women’s Health as major investment opportunities. He has a strong financial background and actually enjoys reading and analyzing financial statements and performing due diligence. He also spent several years in Washington D.C., focusing on regulatory and reimbursement issues impacting the medical device industry.
In addition to strong writing and personal communications skill, Mr. Putnam also developed a proprietary research methodology that evaluates the competitive position of companies participating in a particular industry segment by analyzing their intellectual property as embodied in a company’s patent portfolio. This methodology can be used to perform strategic planning and business development. It identifies each company’s relative competitive position within a technology and can identify those companies that are either active or have become inactive in research and development in that specific technology. From a business development perspective it can also identify a patent portfolio that may no longer be relevant to its holder but that may be an opportunity for another company.
Mr. Putnam holds an MBA from The George Washington University and a BA from Baldwin-Wallace College. He is a Chartered Financial Analyst and a member of the Boston Security Analysts Society.
MagicDiligence provides useful, simple, and effective stock screening tools inspired by Joel Greenblatt's Magic Formula® Investing methodology. Our Spells give value and growth investors a list of great stock candidates every day, and our advanced Spell Caster lets you create the Magic-style stock screen you've always wanted! Learn more about our exclusive set of investing tools today!
Jason Shade is the founder and Top Textrader of TextingTrades, a stock recommendation service which alerts subscribers instantly to trading ideas via texts, emails or instant messages. The service also provides biweekly email newsletters with more detailed stock and market ideas. Visit the site at www.textingtrades.com.
Currently, Mr.Shade recently assumed the position of Director of Portfolio Management at Barrington Financial Advisors Inc. where he oversees more than $100 million under management.
Mr. Shade also is the President of Shade Capital Management Inc. a Texas-based firm. His investment and trading strategies are rooted in an original 12 Point Contrarian Momentum System. Visit Shade Capital at www.shadecapital.com.
Mr. Shade gained market experience while working for a small Philadelphia investor relations company from 1999 to 2000. He also managed the ETRX Fund.
His work experience also includes various positions in the pharmaceutical industry and Republican Party politics.