MAI Capital Management, LLC
Description
Address: 1360 E 9th St, Cleveland, OH 44114 Phone: (216) 920-4800: Place name: Hours: : : Category: : : : Website: Website: http://www.mai.capital/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of MAI Capital Management, LLC Posting publicly on the Web Write a review Reviews Be the first to review
MAI Capital Management, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at MAI Capital Management, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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MAI Capital Management, LLC Employees
Employee
Years
Job
Industry
Jason Putman, CFA Jason Putman, CFA's MAI Capital Management, LLC Experience August 2012 - Present
Job Portfolio Manager at Capital Management, LLC
Industry Investment Management
Experience
MAI Capital Management, LLC August 2012 - Present
Victory Capital Management January 2006 - August 2012
Victory Capital Management April 2004 - July 2011
Credit Suisse June 2000 - March 2004
Voyager Information Networks June 1999 - June 2000
US Navy October 1994 - August 1998
Skills
Investment Management, Financial Analysis, Capital Markets, Equity Research, Chartered Financial..., Business Valuation, Finance, Portfolio Management, Financial Modeling, Asset Allocation
Education
Michigan State University 1998 — 2000
Bachelor of Arts (B.A.), Finance, General
MAI Capital Management, LLC August 2012 - Present
Victory Capital Management January 2006 - August 2012
Victory Capital Management April 2004 - July 2011
Credit Suisse June 2000 - March 2004
Voyager Information Networks June 1999 - June 2000
US Navy October 1994 - August 1998
Skills
Investment Management, Financial Analysis, Capital Markets, Equity Research, Chartered Financial..., Business Valuation, Finance, Portfolio Management, Financial Modeling, Asset Allocation
Education
Michigan State University 1998 — 2000
Bachelor of Arts (B.A.), Finance, General
Art Merriman Art Merriman's MAI Capital Management, LLC Experience 2008 - 2014
Job
Industry
Experience
Carnegie Investment Counsel 2014 - Present
MAI Capital Management, LLC 2008 - 2014
Stifel Financial Corp. 1994 - 2008
Education
Bowdoin College 1976 — 1980
Bachelor's Degree, Economics
Carnegie Investment Counsel 2014 - Present
MAI Capital Management, LLC 2008 - 2014
Stifel Financial Corp. 1994 - 2008
Education
Bowdoin College 1976 — 1980
Bachelor's Degree, Economics
Mark Summers Mark Summers's MAI Capital Management, LLC Experience December 2009 - Present
Job COO/Managing Director at MAI Capital Management
Industry Investment Management
Experience
MAI Capital Management, LLC December 2009 - Present
Victory Capital Management 2003 - 2009
McDonald Investments 1985 - 2003
Skills
Asset Managment, Investments, Mutual Funds, Investment Management, Securities, Alternative Investments, Management, Wealth Management, Capital Markets, Marketing, Valuation, Series 7, Series 24, Series 63, Operations, Sales and Distribution, Compliance, Risk Management, Portfolio Management, Equities, Investment Advisory, Financial Modeling, Hedge Funds, Asset Allocation, Financial Analysis, Financial Services, Private Equity, Strategic Financial..., Due Diligence, Strategic Planning, Leadership
Education
Bowling Green State University 1976 — 1977
MA
Baldwin-Wallace College 1971 — 1975
BA
Fairview High 1968 — 1971
MAI Capital Management, LLC December 2009 - Present
Victory Capital Management 2003 - 2009
McDonald Investments 1985 - 2003
Skills
Asset Managment, Investments, Mutual Funds, Investment Management, Securities, Alternative Investments, Management, Wealth Management, Capital Markets, Marketing, Valuation, Series 7, Series 24, Series 63, Operations, Sales and Distribution, Compliance, Risk Management, Portfolio Management, Equities, Investment Advisory, Financial Modeling, Hedge Funds, Asset Allocation, Financial Analysis, Financial Services, Private Equity, Strategic Financial..., Due Diligence, Strategic Planning, Leadership
Education
Bowling Green State University 1976 — 1977
MA
Baldwin-Wallace College 1971 — 1975
BA
Fairview High 1968 — 1971
Ethan Zoellner Ethan Zoellner's MAI Capital Management, LLC Experience May 2014 - Present
Job Investment Operations Associate at MAI Capital Management, LLC
Industry Investment Management
Experience
MAI Capital Management, LLC May 2014 - Present
Sherwin-Williams Paints July 2013 - May 2014
Baldwin Wallace University October 2010 - May 2014
Baldwin Wallace University May 2013 - November 2013
Fastenal June 2012 - August 2012
Organizing for America May 2012 - July 2012
United Dairy Farmers June 2011 - August 2011
Westbrook Meadows Apartments July 2010 - July 2010
Abercrombie December 2009 - July 2010
Skills
PowerPoint, Microsoft Office, Leadership, Data Analysis, Teamwork, Social Media, Sales, Microsoft Excel, Customer Service, Microsoft Word, Sports Coaching, Team Leadership, Time Management, Data Entry, Critical Thinking, Social Networking, Sports, Team Building, Access, Windows, Public Speaking, Facebook, Research, Internet, Event Planning
Education
Baldwin Wallace University 2015 — 2017
Master of Business Administration (M.B.A.), Data Analytics
Baldwin Wallace University 2010 — 2014
Bachelor of Arts (BA), Finance, Junior
Northmont Senior High School 2006 — 2010
Diploma
MAI Capital Management, LLC May 2014 - Present
Sherwin-Williams Paints July 2013 - May 2014
Baldwin Wallace University October 2010 - May 2014
Baldwin Wallace University May 2013 - November 2013
Fastenal June 2012 - August 2012
Organizing for America May 2012 - July 2012
United Dairy Farmers June 2011 - August 2011
Westbrook Meadows Apartments July 2010 - July 2010
Abercrombie December 2009 - July 2010
Skills
PowerPoint, Microsoft Office, Leadership, Data Analysis, Teamwork, Social Media, Sales, Microsoft Excel, Customer Service, Microsoft Word, Sports Coaching, Team Leadership, Time Management, Data Entry, Critical Thinking, Social Networking, Sports, Team Building, Access, Windows, Public Speaking, Facebook, Research, Internet, Event Planning
Education
Baldwin Wallace University 2015 — 2017
Master of Business Administration (M.B.A.), Data Analytics
Baldwin Wallace University 2010 — 2014
Bachelor of Arts (BA), Finance, Junior
Northmont Senior High School 2006 — 2010
Diploma
Colleen Slife Colleen Slife's MAI Capital Management, LLC Experience March 2012 - Present
Job Marketing Associate at MAI Capital Management, LLC
Industry Marketing and Advertising
Experience
MAI Capital Management, LLC March 2012 - Present
Ohio Recreational Sports Association, ORSA April 2010 - November 2010
Skills
Brand Management, Market Research, Marketing Strategy, Advertising, Email Marketing, Social Media Marketing, Event Planning, Microsoft Office
Education
University of Dayton 2007 — 2011
Bachelor of Science Business Administration, Marketing; Philosophy minor
MAI Capital Management, LLC March 2012 - Present
Ohio Recreational Sports Association, ORSA April 2010 - November 2010
Skills
Brand Management, Market Research, Marketing Strategy, Advertising, Email Marketing, Social Media Marketing, Event Planning, Microsoft Office
Education
University of Dayton 2007 — 2011
Bachelor of Science Business Administration, Marketing; Philosophy minor
Robert Dzurilla Robert Dzurilla's MAI Capital Management, LLC Experience October 2011 - Present
Job Director, Tax Services at MAI Capital Management LLC
Industry Financial Services
Experience
MAI Capital Management, LLC October 2011 - Present
IMG November 1981 - July 2011
Authur Andersen & Co September 1971 - November 1981
Skills
Strategic Financial..., Personal Tax Consulting, Financial Analysis, Tax Law, Financial Planners, Estate Planning
Education
Kent State University 1967 — 1971
BBA, Accounting
MAI Capital Management, LLC October 2011 - Present
IMG November 1981 - July 2011
Authur Andersen & Co September 1971 - November 1981
Skills
Strategic Financial..., Personal Tax Consulting, Financial Analysis, Tax Law, Financial Planners, Estate Planning
Education
Kent State University 1967 — 1971
BBA, Accounting
Andrew Zalic Andrew Zalic's MAI Capital Management, LLC Experience May 2014 - Present
Job Associate Equity Analyst at MAI Capital Management, LLC
Industry Financial Services
Experience
MAI Capital Management, LLC May 2014 - Present
The Ohio State University January 2014 - April 2014
Skills
Leadership, Capital IQ, Microsoft Excel, Morningstar, Bloomberg, Bloomberg Terminal
Education
The Ohio State University
BSBA, Finance, Minor in Economics and Philosophy
MAI Capital Management, LLC May 2014 - Present
The Ohio State University January 2014 - April 2014
Skills
Leadership, Capital IQ, Microsoft Excel, Morningstar, Bloomberg, Bloomberg Terminal
Education
The Ohio State University
BSBA, Finance, Minor in Economics and Philosophy
James Kacic James Kacic's MAI Capital Management, LLC Experience May 2008 - Present
Job CFO/Managing Director at MAI Capital Management, LLC
Industry Financial Services
Experience
MAI Capital Management, LLC May 2008 - Present
Victory Capital Management 1994 - 2003
Skills
Asset Management, Investment Advisory, Wealth Management, Investments, Mutual Funds, Asset Managment
Education
Bowling Green State University 1983 — 1987
BSBA, Finance
Revere High School 1979 — 1983
MAI Capital Management, LLC May 2008 - Present
Victory Capital Management 1994 - 2003
Skills
Asset Management, Investment Advisory, Wealth Management, Investments, Mutual Funds, Asset Managment
Education
Bowling Green State University 1983 — 1987
BSBA, Finance
Revere High School 1979 — 1983
Bryan Gregorich Bryan Gregorich's MAI Capital Management, LLC Experience October 2013 - Present
Job Alternative Strategies Operational Associate
Industry Financial Services
Experience
MAI Capital Management, LLC October 2013 - Present
MAI Wealth Advisors, LLC August 2013 - September 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Sports, Financial Analysis, Outlook, Sports Management, Finance, Investments, Private Equity, Alternative Investments, Leadership, Time Management, Financial Services
Education
Lake Erie College 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Marietta College 2010 — 2013
Bachelor of Arts (B.A.), Finance
MAI Capital Management, LLC October 2013 - Present
MAI Wealth Advisors, LLC August 2013 - September 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Sports, Financial Analysis, Outlook, Sports Management, Finance, Investments, Private Equity, Alternative Investments, Leadership, Time Management, Financial Services
Education
Lake Erie College 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Marietta College 2010 — 2013
Bachelor of Arts (B.A.), Finance
Carmina Pavlas's MAI Capital Management, LLC Experience January 2014 - June 2014
Job Executive Assistant
Industry Marketing and Advertising
Experience
Clarity 2 Prosperity Mastermind Group July 2014 - March 2015
MAI Capital Management, LLC January 2014 - June 2014
Cliffs Natural Resources July 2012 - January 2014
Discovery Communications September 2006 - July 2012
Revlon April 2004 - July 2006
Score Media January 2003 - March 2004
College Television Network / MTVU July 2002 - December 2002
College Television Network / MTVU December 2000 - July 2002
College Television Network / MTVU July 2000 - December 2000
Skills
Outlook, SharePoint, Microsoft Office, Administrative..., Spreadsheets, Administrative..., Marketing, Advertising, Invoicing, Event Planning, Adobe Acrobat, WebEx, Cisco Technologies, Concur, Cisco Telepresence, CRM, PowerPoint, Travel Arrangements, Calendars, Microsoft CRM, Adobe Creative Suite, Mac OS, Lotus Notes, Databases, Windows 7, Business Process, Calendaring, Expense Management, OS X, Insurance, Office Administration, Office Management, Database Administration, Time Management, Executive Support, Executive..., Confidentiality, Microsoft Office 2007, Organization, Expense Reports, Meeting Planning, Executive Level..., Meeting Scheduling, Business Correspondence, Internet Explorer, Conference Coordination, Infusionsoft, GoToMeeting
Education
Hofstra University 1998 — 2000
Bachelor of Arts (B.A.)
University of Delaware 1996 — 1998
Clarity 2 Prosperity Mastermind Group July 2014 - March 2015
MAI Capital Management, LLC January 2014 - June 2014
Cliffs Natural Resources July 2012 - January 2014
Discovery Communications September 2006 - July 2012
Revlon April 2004 - July 2006
Score Media January 2003 - March 2004
College Television Network / MTVU July 2002 - December 2002
College Television Network / MTVU December 2000 - July 2002
College Television Network / MTVU July 2000 - December 2000
Skills
Outlook, SharePoint, Microsoft Office, Administrative..., Spreadsheets, Administrative..., Marketing, Advertising, Invoicing, Event Planning, Adobe Acrobat, WebEx, Cisco Technologies, Concur, Cisco Telepresence, CRM, PowerPoint, Travel Arrangements, Calendars, Microsoft CRM, Adobe Creative Suite, Mac OS, Lotus Notes, Databases, Windows 7, Business Process, Calendaring, Expense Management, OS X, Insurance, Office Administration, Office Management, Database Administration, Time Management, Executive Support, Executive..., Confidentiality, Microsoft Office 2007, Organization, Expense Reports, Meeting Planning, Executive Level..., Meeting Scheduling, Business Correspondence, Internet Explorer, Conference Coordination, Infusionsoft, GoToMeeting
Education
Hofstra University 1998 — 2000
Bachelor of Arts (B.A.)
University of Delaware 1996 — 1998
Riley Rindo, CRPC®'s MAI Capital Management, LLC Experience April 2012 - Present
Job Senior Associate
Industry Financial Services
Experience
MAI Capital Management, LLC April 2012 - Present
Strategic Wealth Partners August 2009 - April 2012
State Farm Insurance December 2008 - August 2009
Education
John Carroll University 2006 — 2010
Communication, Public Relations
Saint Louis University 2005 — 2006
Communication
Walsh Jesuit High School 2001 — 2005
University of North Florida
University of North Florida
MAI Capital Management, LLC April 2012 - Present
Strategic Wealth Partners August 2009 - April 2012
State Farm Insurance December 2008 - August 2009
Education
John Carroll University 2006 — 2010
Communication, Public Relations
Saint Louis University 2005 — 2006
Communication
Walsh Jesuit High School 2001 — 2005
University of North Florida
University of North Florida
Ryan Keenan, CFA Ryan Keenan, CFA's MAI Capital Management, LLC Experience January 2014 - Present
Job Associate at MAI Capital Management, LLC
Industry Investment Management
Experience
MAI Capital Management, LLC January 2014 - Present
PNC Investments May 2011 - March 2013
AXA Advisors March 2010 - May 2011
National Football League April 2007 - June 2009
Education
Cleveland State University 2011 — 2013
Master of Business Administration (MBA), GPA: 3.9/4.0
Northwestern University 2002 — 2006
Bachelor of Science (B.S.); Minor: Sociology, Communication Studies
St. Edward High School 1998 — 2002
MAI Capital Management, LLC January 2014 - Present
PNC Investments May 2011 - March 2013
AXA Advisors March 2010 - May 2011
National Football League April 2007 - June 2009
Education
Cleveland State University 2011 — 2013
Master of Business Administration (MBA), GPA: 3.9/4.0
Northwestern University 2002 — 2006
Bachelor of Science (B.S.); Minor: Sociology, Communication Studies
St. Edward High School 1998 — 2002
Sadie Sargent Sadie Sargent's MAI Capital Management, LLC Experience August 2014 - Present
Job Accountant
Industry Accounting
Experience
MAI Capital Management, LLC August 2014 - Present
The Davey Tree Expert Company August 2013 - August 2014
Austen BioInnovation Institute in Akron August 2012 - August 2013
Green & Bridges LLP January 2011 - August 2012
American Eagle Outfitters June 2010 - January 2011
Summa Health System June 2009 - June 2010
The Tannery January 2010 - May 2010
The Davey Tree Expert Company January 2009 - December 2009
Kent State Student Media May 2007 - November 2009
CK Bridal Boutique January 2003 - August 2008
Skills
Financial Reporting, QuickBooks, Tax Preparation, Tax, Account Reconciliation, Financial Statements, Auditing, Accounts Payable, Budgets, Payroll Taxes, Bookkeeping, Sales Tax
Education
Kent State University 2006 — 2010
Bachelor of Business Administration (BBA), Accounting and Business/Management
MAI Capital Management, LLC August 2014 - Present
The Davey Tree Expert Company August 2013 - August 2014
Austen BioInnovation Institute in Akron August 2012 - August 2013
Green & Bridges LLP January 2011 - August 2012
American Eagle Outfitters June 2010 - January 2011
Summa Health System June 2009 - June 2010
The Tannery January 2010 - May 2010
The Davey Tree Expert Company January 2009 - December 2009
Kent State Student Media May 2007 - November 2009
CK Bridal Boutique January 2003 - August 2008
Skills
Financial Reporting, QuickBooks, Tax Preparation, Tax, Account Reconciliation, Financial Statements, Auditing, Accounts Payable, Budgets, Payroll Taxes, Bookkeeping, Sales Tax
Education
Kent State University 2006 — 2010
Bachelor of Business Administration (BBA), Accounting and Business/Management
Erik Huss's MAI Capital Management, LLC Experience November 2013 - Present
Job at MAI Investment Management, LLC
Industry Investment Management
Experience
MAI Capital Management, LLC November 2013 - Present
United States Air Force November 2008 - August 2015
PNC Investments June 2011 - October 2013
PNC Investments January 2009 - June 2011
Education
Ashland University 2014 — 2016
Master of Business Administration (M.B.A.)
Denison University 2004 — 2008
BA, Economics
Community College of the Air Force 2009 — 2009
Associate's Degree, Financial Management
MAI Capital Management, LLC November 2013 - Present
United States Air Force November 2008 - August 2015
PNC Investments June 2011 - October 2013
PNC Investments January 2009 - June 2011
Education
Ashland University 2014 — 2016
Master of Business Administration (M.B.A.)
Denison University 2004 — 2008
BA, Economics
Community College of the Air Force 2009 — 2009
Associate's Degree, Financial Management
Jeffrey Stark Jeffrey Stark's MAI Capital Management, LLC Experience September 2009 - Present
Job Portfolio Manager at MAI Capital Management, LLC
Industry Financial Services
Experience
MAI Capital Management, LLC September 2009 - Present
Pool Doctor Inc. May 2003 - October 2009
MAI Capital Management June 2008 - August 2008
Skills
Financial Advisory, Fixed Income, Finance, Investment Strategies, Microsoft Excel, Equities, Research, Alternative Investments, Securities, Financial Services, Time Management, Financial Reporting, Investments, Portfolio Management, Mutual Funds, Asset Allocation, Financial Analysis, Microsoft Office, Customer Service, Asset Management, Sales
Education
Bowling Green State University 2005 — 2009
Finance, International Business
Willoughby South High School 2000 — 2004
MAI Capital Management, LLC September 2009 - Present
Pool Doctor Inc. May 2003 - October 2009
MAI Capital Management June 2008 - August 2008
Skills
Financial Advisory, Fixed Income, Finance, Investment Strategies, Microsoft Excel, Equities, Research, Alternative Investments, Securities, Financial Services, Time Management, Financial Reporting, Investments, Portfolio Management, Mutual Funds, Asset Allocation, Financial Analysis, Microsoft Office, Customer Service, Asset Management, Sales
Education
Bowling Green State University 2005 — 2009
Finance, International Business
Willoughby South High School 2000 — 2004
Scott D. Roulston Scott D. Roulston's MAI Capital Management, LLC Experience February 2013 - Present
Job Investment Professional
Industry Investment Management
Experience
MAI Capital Management, LLC February 2013 - Present
Ohio Police and Fire Pension Fund March 2013 - Present
DDR Corp May 2004 - Present
MobilityWorks October 2014 - Present
Skills
Corporate Governance, Asset Management, Life Settlements, Deferred Compensation, Investment Research, Investments, Equities, Wealth Management, Investment Management, Securities, Mergers, Private Equity, Portfolio Management, Capital Markets, Due Diligence, Valuation, Strategic Financial..., Risk Management, Financial Analysis, Financial Modeling, Finance, Alternative Investments, Strategic Planning
Education
Dartmouth College 1975 — 1979
AB
Choate Rosemary Hall 1971 — 1975
MAI Capital Management, LLC February 2013 - Present
Ohio Police and Fire Pension Fund March 2013 - Present
DDR Corp May 2004 - Present
MobilityWorks October 2014 - Present
Skills
Corporate Governance, Asset Management, Life Settlements, Deferred Compensation, Investment Research, Investments, Equities, Wealth Management, Investment Management, Securities, Mergers, Private Equity, Portfolio Management, Capital Markets, Due Diligence, Valuation, Strategic Financial..., Risk Management, Financial Analysis, Financial Modeling, Finance, Alternative Investments, Strategic Planning
Education
Dartmouth College 1975 — 1979
AB
Choate Rosemary Hall 1971 — 1975
Dana Peterson Dana Peterson's MAI Capital Management, LLC Experience November 2010 - Present
Job Associate at MAI Capital Management, LLC
Industry Financial Services
Experience
MAI Capital Management, LLC November 2010 - Present
North Ridgeville High School April 2011 - November 2013
Greater Cleveland Sports Commission January 2010 - November 2010
Greater Cleveland Sports Commission September 2009 - December 2009
Skills
Customer Service
Education
Tiffin University 2005 — 2009
Bachelor of Business Administration, Sports and Recreation Management
Bad Axe High School 2001 — 2005
MAI Capital Management, LLC November 2010 - Present
North Ridgeville High School April 2011 - November 2013
Greater Cleveland Sports Commission January 2010 - November 2010
Greater Cleveland Sports Commission September 2009 - December 2009
Skills
Customer Service
Education
Tiffin University 2005 — 2009
Bachelor of Business Administration, Sports and Recreation Management
Bad Axe High School 2001 — 2005
Pam Judge Pam Judge's MAI Capital Management, LLC Experience January 2007 - June 2015
Job Executive Assistant
Industry Real Estate
Experience
Safeguard Properties June 2015 - Present
MAI Capital Management, LLC January 2007 - June 2015
BC Investment Partners 2005 - 2007
Victory Capital Management 2001 - 2005
Bendix 2000 - 2001
McDonald Investments 1997 - 2001
Deloitte & Touche 1996 - 1997
O'Brien Passen & Associates 1991 - 1996
TRW Real Estate Loan Services/Record Data 1984 - 1990
Education
Cuyahoga Community College
Business
Safeguard Properties June 2015 - Present
MAI Capital Management, LLC January 2007 - June 2015
BC Investment Partners 2005 - 2007
Victory Capital Management 2001 - 2005
Bendix 2000 - 2001
McDonald Investments 1997 - 2001
Deloitte & Touche 1996 - 1997
O'Brien Passen & Associates 1991 - 1996
TRW Real Estate Loan Services/Record Data 1984 - 1990
Education
Cuyahoga Community College
Business
Annie Garcia Annie Garcia's MAI Capital Management, LLC Experience June 2015 - August 2015
Job Advisory Services Intern at MAI Capital Management
Industry Financial Services
Experience
Colgate University August 2014 - Present
MAI Capital Management, LLC June 2015 - August 2015
M&T Bank June 2014 - August 2014
Country Club of Buffalo May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Facebook, PowerPoint, Twitter, Critical Thinking
Education
Colgate University 2012 — 2016
Bachelor of Arts (B.A.), Spanish Language and Literature, International Relations
Amherst Central High School 2008 — 2012
Colgate University August 2014 - Present
MAI Capital Management, LLC June 2015 - August 2015
M&T Bank June 2014 - August 2014
Country Club of Buffalo May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Facebook, PowerPoint, Twitter, Critical Thinking
Education
Colgate University 2012 — 2016
Bachelor of Arts (B.A.), Spanish Language and Literature, International Relations
Amherst Central High School 2008 — 2012
Christopher D. Barnes Jr. Christopher D. Barnes Jr.'s MAI Capital Management, LLC Experience May 2014 - Present
Job Team Sports/Insurance Associate at MAI Capital Management, LLC
Industry Financial Services
Experience
MAI Capital Management, LLC May 2014 - Present
MAI Wealth Advisors, LLC 2009 - August 2014
Squire Sanders & Dempsey , LLP August 2006 - May 2009
Education
Denison University 2010 — 2014
Economics
St. Martin de Porres High School 2006 — 2010
MAI Capital Management, LLC May 2014 - Present
MAI Wealth Advisors, LLC 2009 - August 2014
Squire Sanders & Dempsey , LLP August 2006 - May 2009
Education
Denison University 2010 — 2014
Economics
St. Martin de Porres High School 2006 — 2010
Carla Wainwright, CPA Carla Wainwright, CPA's MAI Capital Management, LLC Experience 2000 - Present
Job Director at MAI Capital Management, LLC
Industry Financial Services
Experience
MAI Capital Management, LLC 2000 - Present
The Scott Fetzer Company 1999 - 2000
Hausser + Taylor, LLP 1995 - 1999
Skills
Tax, Corporate Tax, Accounting, Investments, Income Tax
Education
Cleveland State University 1990 — 1995
BBA, Accounting
Cleveland Heights High School 1985 — 1987
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
MAI Capital Management, LLC 2000 - Present
The Scott Fetzer Company 1999 - 2000
Hausser + Taylor, LLP 1995 - 1999
Skills
Tax, Corporate Tax, Accounting, Investments, Income Tax
Education
Cleveland State University 1990 — 1995
BBA, Accounting
Cleveland Heights High School 1985 — 1987
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Lu Anne Morrison's MAI Capital Management, LLC Experience April 1992 - Present
Job
Industry Financial Services
Experience
MAI Capital Management, LLC April 1992 - Present
Touche Ross & Company 1982 - 1992
Touche Ross & Company 1982 - 1992
Deloitte and Touche June 1982 - January 1991
Education
Weatherhead School of Management at Case Western Reserve University 1980 — 1982
MBA, Accounting and Taxation
Lake Erie College 1979 — 1980
BSBA, Accounting
Indiana University of Pennsylvania 1971 — 1974
BSEd, Secondary Mathematics Education
MAI Capital Management, LLC April 1992 - Present
Touche Ross & Company 1982 - 1992
Touche Ross & Company 1982 - 1992
Deloitte and Touche June 1982 - January 1991
Education
Weatherhead School of Management at Case Western Reserve University 1980 — 1982
MBA, Accounting and Taxation
Lake Erie College 1979 — 1980
BSBA, Accounting
Indiana University of Pennsylvania 1971 — 1974
BSEd, Secondary Mathematics Education
John Zaller, CFA's MAI Capital Management, LLC Experience June 2007 - Present
Job CoCIO/Managing Director at MAI Capital Management, LLC
Industry Financial Services
Experience
MAI Capital Management, LLC June 2007 - Present
MAI Wealth Advisors, LLC June 2006 - August 2006
Wachovia Securities May 2005 - August 2005
Education
University of Dayton 2003 — 2007
Bachelor of Science, Finance and Economics
MAI Capital Management, LLC June 2007 - Present
MAI Wealth Advisors, LLC June 2006 - August 2006
Wachovia Securities May 2005 - August 2005
Education
University of Dayton 2003 — 2007
Bachelor of Science, Finance and Economics
Filippo Biagiotti's MAI Capital Management, LLC Experience January 2006 - Present
Job Controller at MAI Capital Management, LLC
Industry Financial Services
Experience
MAI Capital Management, LLC January 2006 - Present
IMG December 1986 - December 2005
Skills
Financial Modeling, Financial Analysis, Accounting
Education
John Carroll University 1982 — 1986
BSBA, Finance
Cleveland State University 1988 — 1990
Accounting
David N. Myers University 2002 — 2004
Associate Degree-Certified Financial Planning
ST. EDWARDS HIGH SCHOOL
MAI Capital Management, LLC January 2006 - Present
IMG December 1986 - December 2005
Skills
Financial Modeling, Financial Analysis, Accounting
Education
John Carroll University 1982 — 1986
BSBA, Finance
Cleveland State University 1988 — 1990
Accounting
David N. Myers University 2002 — 2004
Associate Degree-Certified Financial Planning
ST. EDWARDS HIGH SCHOOL
Stephanie Sandle's MAI Capital Management, LLC Experience December 2012 - Present
Job Director, Tax Services at MAI Capital Management, LLC
Industry Accounting
Experience
MAI Capital Management, LLC December 2012 - Present
Parkwood Corporation December 2004 - December 2012
PricewaterhouseCoopers September 2001 - December 2004
Skills
Tax, Financial Analysis
Education
College for Financial Planning 2013 — 2016
Masters, Personal FInancial Planning
Miami University 2000 — 2001
Masters, Accounting
Miami University 1996 — 2000
Bachelor, Accounting
MAI Capital Management, LLC December 2012 - Present
Parkwood Corporation December 2004 - December 2012
PricewaterhouseCoopers September 2001 - December 2004
Skills
Tax, Financial Analysis
Education
College for Financial Planning 2013 — 2016
Masters, Personal FInancial Planning
Miami University 2000 — 2001
Masters, Accounting
Miami University 1996 — 2000
Bachelor, Accounting
Paul Yanke's MAI Capital Management, LLC Experience December 2004 - Present
Job Client Accountant at MAI Capital Management
Industry Financial Services
Experience
MAI Capital Management, LLC December 2004 - Present
IMG April 1999 - November 2004
Dingus and Daga 1990 - 1996
Education
David N. Myers University 1988 — 1989
BS, Accounting
MAI Capital Management, LLC December 2004 - Present
IMG April 1999 - November 2004
Dingus and Daga 1990 - 1996
Education
David N. Myers University 1988 — 1989
BS, Accounting
John Ciancibello's MAI Capital Management, LLC Experience December 1989 - Present
Job Managing Director at MAI Capital Management, LLC
Industry Financial Services
Experience
MAI Capital Management, LLC December 1989 - Present
MAI Wealth Advisors, LLC 1989 - Present
MAI Wealth Advisors, LLC 1989 - Present
Education
Weatherhead School of Management at Case Western Reserve University 1998 — 2000
EMBA
John Carroll University 1980 — 1984
BSBA, Accounting
MAI Capital Management, LLC December 1989 - Present
MAI Wealth Advisors, LLC 1989 - Present
MAI Wealth Advisors, LLC 1989 - Present
Education
Weatherhead School of Management at Case Western Reserve University 1998 — 2000
EMBA
John Carroll University 1980 — 1984
BSBA, Accounting
Shirley Titchenell's MAI Capital Management, LLC Experience October 2014 - Present
Job Chief Compliance Officer at MAI Capital Management, LLC
Industry Investment Management
Experience
MAI Capital Management, LLC October 2014 - Present
MAI Wealth Advisors, LLC October 2010 - Present
MAI Wealth Advisors, LLC May 2008 - October 2010
Shaker Investments August 2000 - May 2008
Bozell/BSMG 1998 - 2000
Education
Baldwin Wallace University 2005 — 2007
Masters, MBA
Malone University 2002 — 2004
Bachelor, Business Management
MAI Capital Management, LLC October 2014 - Present
MAI Wealth Advisors, LLC October 2010 - Present
MAI Wealth Advisors, LLC May 2008 - October 2010
Shaker Investments August 2000 - May 2008
Bozell/BSMG 1998 - 2000
Education
Baldwin Wallace University 2005 — 2007
Masters, MBA
Malone University 2002 — 2004
Bachelor, Business Management
Timothy Mosley, CPA's MAI Capital Management, LLC Experience January 1989 - Present
Job Director at MAI Capital Management, LLC
Industry Financial Services
Experience
MAI Capital Management, LLC January 1989 - Present
Watson and Rice July 1983 - June 1985
Education
Cleveland State University 1977 — 1982
BA, Accounting
MAI Capital Management, LLC January 1989 - Present
Watson and Rice July 1983 - June 1985
Education
Cleveland State University 1977 — 1982
BA, Accounting
Christine Pauletta's MAI Capital Management, LLC Experience February 1986 - Present
Job Director, Family Office MAI Capital Management, LLC
Industry Financial Services
Experience
MAI Capital Management, LLC February 1986 - Present
Skills
Financial Planning, Customer Service
Education
College for Financial Planning
Registered Paraplanner
MAI Capital Management, LLC February 1986 - Present
Skills
Financial Planning, Customer Service
Education
College for Financial Planning
Registered Paraplanner
Jacob Lacks's MAI Capital Management, LLC Experience June 2015 - August 2015
Job Investment Strategies Intern at MAI Capital Management, LLC
Industry Financial Services
Experience
MAI Capital Management, LLC June 2015 - August 2015
Federal Reserve Bank of Cleveland May 2014 - August 2014
Shaker Country Club June 2013 - August 2014
Kappa Alpha Order- Alpha Zeta Chapter April 2013 - May 2014
Roulston Research May 2013 - August 2013
Education
The College of William and Mary 2012 — 2016
Bachelor of Arts (B.A.)
Cardiff University / Prifysgol Caerdydd 2014 — 2014
Shaker Heights High School 2008 — 2012
MAI Capital Management, LLC June 2015 - August 2015
Federal Reserve Bank of Cleveland May 2014 - August 2014
Shaker Country Club June 2013 - August 2014
Kappa Alpha Order- Alpha Zeta Chapter April 2013 - May 2014
Roulston Research May 2013 - August 2013
Education
The College of William and Mary 2012 — 2016
Bachelor of Arts (B.A.)
Cardiff University / Prifysgol Caerdydd 2014 — 2014
Shaker Heights High School 2008 — 2012