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James S

CFA®, Series 63

Novi, MI

Provident Investment Management, Inc.

James Skubik is a CFA® charterholder with four years of industry experience. He has been with Provident Investment Management, Inc. since 2017 and previously worked at Long Lake Capital Management, LLC from 2015 to 2017. Provident Investment Management provides discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and other entities. The firm employs a fundamental, bottom-up investment approach with distinct strategies for growth equities, dividend total return, and laddered fixed-income portfolios, managing approximately $1.23 billion for about 349 clients.

Active portfolio management Concentrated stock management
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Eric W

CFA®, Series 66

Novi, MI

Provident Investment Management, Inc.

Eric Wathen is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He is currently with Provident Investment Management, Inc., where he has worked since 2023. Prior to that, he was with ESW Management Services, LLC from 2018 to 2023 and Ameriprise Financial Services, Inc. from 2015 to 2018. Provident Investment Management provides discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a fundamental, bottom-up investment process focused on individual securities and manages approximately $1.23 billion for about 349 clients.

Active portfolio management Concentrated stock management
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Miles P

CFA®, Series 65

Novi, MI

Provident Investment Management, Inc.

Miles Putnam is a CFA® charterholder with 15 years of industry experience, currently serving at Provident Investment Management, Inc. since 2010. He holds the Series 65 designation and works out of Novi, MI as part of a six-advisor team. Provident Investment Management provides discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and other entities. The firm employs a fundamental, bottom-up investment approach focused on individual securities, managing approximately $1.23 billion for about 349 clients.

Active portfolio management Concentrated stock management
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Daniel B

CFA®

Novi, MI

Provident Investment Management, Inc.

Daniel Boyle is a CFA® charterholder with 16 years of industry experience. He has been with Provident Investment Management, Inc. since 2004. Provident Investment Management serves individual and institutional clients, including high net worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm uses a fundamental, bottom-up investment approach focused on active portfolio construction and offers a range of strategies alongside management of held-away accounts through the Pontera platform.

Active portfolio management Concentrated stock management
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