MAI Wealth Advisors, LLC
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MAI Wealth Advisors, LLC Employees
RMB Capital March 2014 - Present
MAI Wealth Advisors, LLC 2008 - March 2014
Kaplan Financial August 2004 - January 2009
Fifth Third Bank March 2005 - May 2007
Skylight Financial 2003 - 2005
Szarka Financial Services 2001 - 2003
RAV Financial Services, LLC January 1999 - June 2001
McDonald Investments 1994 - 1998
Education
Cleveland State University - Cleveland-Marshall College of Law 2006 — 2009
JD, Law
The University of Akron 1994 — 1998
BS, Finance
Corporate Search Consultants, Inc. September 2014 - Present
C.H. Robinson World Wide, Inc. June 2008 - July 2014
MAI Wealth Advisors, LLC June 2007 - August 2007
Skills
Management, Logistics, Recruiting, Project Management, Sales, Operations Management, 3PL, Transportation..., Transportation, LTL, Strategic Planning, Negotiation, Customer Service, Microsoft Excel, Executive Search, Operating Systems, Process Improvement, Systems Engineering, Temporary Placement, Account Management, Strategy, System Administration, Corporate Tax, Internal Audit, Income Tax, Tax, Tax Accounting, Contract Recruitment, Financial Audits, Technical Recruiting, Leadership, IT Recruitment, Full-life Cycle..., Graduate Recruitment, Accounts Payable &..., ERP Software, SAP ERP, SAP
Education
Miami University 2004 — 2008
B.S. - Farmer School of Business, Supply Chain Management & Marketing
Beachwood 2000 — 2004
Honors Diploma
Katten Muchin Rosenman LLP June 2014 - Present
Mercy January 2013 - April 2013
Eckert Seamans 2012 - 2012
MAI Wealth Advisors, LLC January 2010 - May 2010
Education
Saint Louis University 2010 — 2013
Juris Doctorate, Healthcare Law
John Carroll University 2006 — 2010
Bachelor of Science (BS), Philosophy
PNC Wealth Management September 2013 - Present
MAI Wealth Advisors, LLC November 2012 - September 2013
Merrill Lynch June 2005 - November 2012
Morgan Stanley Wealth Management June 2004 - June 2005
KPMG January 2003 - May 2003
Skills
Strategic Financial..., Investments, Estate Planning, Certified Financial..., Portfolio Management, Notary Public, Mutual Funds, Financial Analysis, Equities, Financial Modeling, Fixed Income, Bonds, Hedge Funds, Asset Managment, Alternative Investments, Valuation, Passed Level 1 of the..., 401k, Investment Strategies, Equity Research, Securities, Financial Statement..., Capital Markets, Derivatives, Risk Management, Financial Reporting, CPA, Business Succession..., Series 7, Series 66, Series 63, Series 65, Insurance License...
Education
The University of Akron
Bachelor of Science (B.S.), Accounting, Cum Laude
The University of Akron
Bachelor of Science (B.S.), Finance, Cum Laude
The World January 2014 - June 2014
ONOSYS Online Ordering, a LivingSocial Company January 2012 - January 2014
The Mark H. McCormack Foundation July 2008 - January 2012
Golf Galaxy August 2007 - August 2009
MAI Wealth Advisors, LLC June 2008 - August 2008
Skills
Social Media, Marketing Strategy, Social Media Marketing, Email Marketing, Account Management, Customer Service, Online Advertising, Marketing, Management, Online Marketing
Education
Mercyhurst University 2003 — 2007
Bachelor's Degree, Business Administration, Sport Management
PNC Financial Services Group September 2010 - Present
Federated Investors, Inc May 2009 - August 2009
John Carroll University August 2008 - May 2009
MAI Wealth Advisors, LLC May 2008 - August 2008
Skills
Financial Analysis, Credit, Banking, Networking, Business Analysis, Corporate Finance
Education
John Carroll University 2006 — 2010
BSBA, Finance
Hampton High School 2002 — 2006
The Boston Consulting Group June 2015 - Present
Cornell Food and Brand Lab August 2014 - May 2015
Deloitte June 2014 - August 2014
MAI Wealth Advisors, LLC June 2013 - August 2013
Pfizer August 2012 - January 2013
Hyundai Capital Services June 2012 - August 2012
AIESEC United States November 2011 - June 2012
Cornell University October 2010 - October 2011
Skills
Microsoft Office, Adobe Creative Suite, VBA, Access, Bloomberg, Axys, Microsoft Dynamics, Applied Psychology, PowerPoint
Education
Cornell University 2010 — 2015
Bachelor of Science (B.S.), Applied Economics and Management
Ithaca High School 2006 — 2010
Bell Tower Advisors, LLC March 2010 - Present
Hawthorn, A PNC Company 2008 - March 2010
MAI Wealth Advisors, LLC 2004 - 2008
Chess Financial 2003 - 2004
Morningstar 1999 - 2000
Inside Information 1998 - 1999
Key Bank 1996 - 1998
Spero-Smith Investment Advisors 1992 - 1996
GE Capital August 1985 - July 1989
AEW Capital Management June 1981 - June 1982
Skills
Asset Allocation, Investments, Investment Advisory, Portfolio Management, Mutual Funds, Financial Advisory, Wealth Management, ETFs, Estate Planning, Alternative Investments, Research, Asset Management, Investment Strategies, Analysis, IRA's, Financial Planning, Certified Divorce..., Investment Management, Wealth, Finance, Personal Finance, Certified Financial...
Education
Institute for Divorce Financial Analysts 2012 — 2013
CDFA, Certified Divorce Financial Analyst
College for Financial Planning 1996 — 2002
CFP, Financial Planning, Investments
Emory University - Goizueta Business School 1983 — 1985
MBA, Finance, Marketing
Bates College 1975 — 1979
B.A., French
Hathaway Brown 1969 — 1975
HS Diploma, college prep
JLL July 2011 - Present
Ernst & Young 2010 - July 2011
Chrysler Group LLC 2009 - 2010
PricewaterhouseCoopers 2007 - 2009
MAI Wealth Advisors, LLC 2005 - 2007
IMG 2002 - 2005
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Due Diligence, Consolidation, Business Process..., Sarbanes-Oxley Act, Financial Services, Mergers & Acquisitions, Internal Controls, Accounting, Valuation, US GAAP, SEC filings, Finance, Corporate Finance
Education
The University of Chicago Booth School of Business 2005 — 2008
MBA, Finance, Economics
Miami University
BSB, Accounting, HR Management
Case Western Reserve University July 2011 - Present
MAI Wealth Advisors, LLC May 2010 - July 2011
Case Western Reserve University August 2009 - May 2011
Case Western Reserve University July 2008 - May 2010
Skills
Leadership, Marketing, Editing, Event Planning, Management, Teamwork, Social Media, Public Speaking, Marketing Communications, Data Analysis, Market Research, Nonprofits, Microsoft Office, Data Entry
Education
Case Western Reserve University 2007 — 2011
Bachelor of Science, Business Management-Marketing
Magnificat High School 2003 — 2007
Cambridge Associates July 2015 - Present
Bowdoin College August 2011 - May 2015
MAI Wealth Advisors, LLC June 2014 - August 2014
BNY Mellon June 2013 - August 2013
D.B. Root & Company June 2012 - August 2012
Skills
Data Analysis, Research
Education
Bowdoin College 2011 — 2015
Bachelor of Arts (B.A.), Economics and Government & Legal Studies
The Taft School 2008 — 2011
HS Diploma
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
Sawtooth Solutions April 2009 - Present
Redhawk Wealth Advisors, Inc. February 2008 - April 2009
Mt. Yale 2005 - 2008
MAI Wealth Advisors, LLC January 2003 - January 2005
Integrated Portfolio Management January 1992 - January 2004
Skills
Strategy, CRM, Integration, Portfolio Management, Investments, Management, Trading, Financial Advisory, Alternative Investments, Asset Allocation, Investment Advisory, Investment Management, Investment Strategies, Mutual Funds, Wealth Management
Education
University of Minnesota - Carlson School of Management 1989 — 1990
MBA, Finance & Marketing
University of Minnesota - Carlson School of Management 1985 — 1988
BSB, Marketing/Marketing Management, General
Goldman Sachs July 2012 - Present
MAI Wealth Advisors, LLC June 2011 - August 2011
Grant Thornton LLP April 2011 - May 2011
College Pro Painters April 2010 - August 2010
Whippoorwill Farm 2006 - 2010
Camp Dudley July 2007 - August 2007
Skills
Economics, Excel, Statistics, Microsoft Office, PowerPoint, Word, Small Business, Finance, Management, Microsoft Excel, Microsoft Word, Public Speaking, Financial Analysis
Education
Colgate University 2008 — 2012
BA, Major: Mathematical Economics; Minor: Mathematical, Cum Laude
Phillips Exeter Academy 2004 — 2008
Graduated with High Honors
Kenneth W. Ostrowski September 2012 - Present
Sales Consultant April 2011 - August 2012
MAI Wealth Advisors, LLC May 2007 - March 2011
MayerCap, LLC May 2005 - March 2007
Verus Investment Management, Inc. June 2000 - December 2004
Rothschild Asset Management October 1996 - June 2000
KeyCorp June 1992 - October 1996
Skills
Hedge Funds, Asset Management, Investments, Corporate Law, Estate Planning
Education
University of Detroit Mercy School of Law
JD, Law
Wayne State University
BA, Psychology
Brown Gibbons Lang & Company May 2015 - Present
Candlewood Partners, LLC August 2014 - May 2015
PNC February 2013 - August 2014
Northcoast Research September 2011 - October 2012
MAI Wealth Advisors, LLC June 2011 - August 2011
Golden Griffin Fund LLC May 2010 - May 2011
UBS Wealth Management May 2010 - August 2010
Education
Canisius College 2007 — 2011
BS, Finance, Economics
St. Ignatius High School 2003 — 2007
JPMorgan Chase September 2014 - Present
JPMorgan Chase October 2013 - September 2014
Archer Entertainment Group September 2013 - December 2013
Invictus Consulting Group, LLC June 2013 - September 2013
Goldman Sachs January 2012 - March 2013
MAI Wealth Advisors, LLC June 2010 - August 2010
Federal Reserve Bank of Cleveland June 2005 - July 2009
Skills
Financial Analysis, Financial Modeling, Finance, Investments, Corporate Finance
Education
Georgetown University - The McDonough School of Business 2009 — 2011
MBA, Finance
Miami University 2001 — 2005
B.S., Finance
Quicken Loans May 2014 - Present
MAI Wealth Advisors, LLC August 2013 - April 2014
Target November 2009 - August 2013
The Milestone Center March 2013 - June 2013
Prestwick Country Club 2007 - 2010
Skills
Retail Sales, Customer Service, Microsoft Excel, PowerPoint, Interpersonal Skill, Analytical/ Numerical, Time Management, Teamwork, Strategic Financial..., Sales
Education
The University of Akron 2009 — 2013
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Kissell Financial LLC August 2005 - Present
Park Place Technologies October 2011 - October 2013
MAI Wealth Advisors, LLC May 2004 - October 2011
Skills
Tax Preparation, Income Tax, Tax, Tax Returns, Corporate Tax, Bookkeeping, Accounting, QuickBooks, Sales Tax, Small Business, Partnership Taxation, Financial Reporting, Financial Planners
Education
Mercyhurst College 1995 — 1999
Bachelor of Arts (BA), Accounting with minor in Finance
James A. Garfield High School 1992 — 1995
Piper Jaffray December 2013 - Present
KeyBanc Capital Markets July 2011 - December 2013
Citigroup February 2011 - July 2011
State Street, International Fund Services October 2010 - February 2011
MAI Wealth Advisors, LLC May 2009 - August 2009
Skills
Portfolio Management, Mergers & Acquisitions, Strategy, Financial Modeling, Equities, Analysis, Equity Research, Bloomberg
Education
Lehigh University 2006 — 2010
BS, Finance, Economics
Gilt.com January 2015 - Present
MAI Wealth Advisors, LLC May 2013 - August 2013
Miami Dolphins & Sun Life Stadium June 2012 - August 2012
Carson Enterprises June 2011 - August 2011
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Matlab, Windows, Event Planning, Morningstar Office
Education
Duke University 2010 — 2014
Bachelor of Science (BS), Economics
Walnut Hills High School 2006 — 2010
KeyCorp January 2015 - Present
KeyCorp July 2013 - December 2014
MAI Wealth Advisors, LLC February 2012 - June 2013
MAI Wealth Advisors, LLC May 2012 - February 2013
SK Broadband January 2007 - November 2007
Skills
Customer Service, Word, Microsoft Office, Excel, PowerPoint, Windows, Photoshop, Documentation, Microsoft Word, Microsoft Excel, Facebook, Accounting, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis
Education
Cleveland State University 2012 — 2013
Bachelor of Business Administration, Accounting 2012
Lorain County Community College 2008 — 2011
Associate of Arts, 3.8
MAI Wealth Advisors, LLC May 2009 - Present
Fidelity Investments July 1999 - May 2009
Skills
Wealth, Investment Advisory, Wealth Management, Options, Mutual Funds, Portfolio Management, Asset Management, Asset Allocation, Investments, Financial Planning, High Net Worth...
Education
University of New Hampshire 1994 — 1998
BA, Communications
Exeter
UBS Financial Services, Inc. 2011 - Present
Fifth Third Bank 2009 - 2011
PNC 2003 - 2009
MAI Wealth Advisors, LLC 1998 - 2002
Chess Financial Corporation July 1994 - May 1997
Education
Weatherhead School of Management at Case Western Reserve University 1997 — 1998
MBA, Finance
Ohio University 1990 — 1994
BBA, Finance
Walsh Jesuit High School 1986 — 1990
Diploma, College Preparatory
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
Hamilton College August 2009 - Present
MAI Wealth Advisors, LLC June 2012 - August 2012
North Coast OB/GYN June 2006 - August 2011
University Hospitals of Cleveland June 2008 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Microsoft Office
Education
Hamilton College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Lake Ridge Academy 2005 — 2009
Graduate of Lake Ridge Academy Class of 2009 (w/ Honors), National Merit Commended Scholar
Sherwin Williams July 2014 - Present
Sherwin Williams November 2013 - July 2014
Hileman Group March 2012 - November 2013
MAI Wealth Advisors, LLC June 2010 - March 2012
MAI Wealth Advisors, LLC December 2007 - June 2010
FirstMerit Bank November 2006 - December 2007
Skills
Marketing Communications, Marketing Management, Email Marketing, Digital Marketing, Content Strategy, Creative Direction, Microsoft Office, Website Management, Web Project Management, Google Analytics, PPC, Interactive Marketing, SEM, SEO, Marketing Strategy, Dreamweaver, Database Management, Creative Development, Adobe Software, Microsoft Technologies, Integrated Marketing, Project Management, Web Content Management, Web Marketing, Content Managment..., Wireframes, Analytics, Marketing, Online Marketing, Web Analytics, Oracle
Education
John Carroll University 2008 — 2011
MBA, Marketing, Business Management
Kent State University 2000 — 2004
B.A., Marketing, Business Administration
Deutsche Bank June 2015 - Present
Marcus & Millichap October 2014 - January 2015
MAI Wealth Advisors, LLC June 2014 - August 2014
Simply Charming July 2010 - August 2013
Skills
Team Leadership, Soccer, Leadership, Coaching, Teamwork, PowerPoint, Fitness Training, Event Planning, Microsoft Word, Social Networking, Sports, Time Management, Public Speaking, Social Media, Facebook, Microsoft Office, Microsoft Excel, Research
Education
Fordham University 2012 — 2016
Bachelor of Science (BS), Finance, General
Hawken School 2008 — 2012
PricewaterhouseCoopers November 2007 - Present
International Management Advisors Limited August 2006 - August 2007
MAI Wealth Advisors LLC June 2006 - July 2006
Skills
Expatriate Tax
Education
Cleveland State University 2005 — 2007
Master, Accounting
Monash University 1998 — 2000
Bachelor, Banking & Finance
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
Neitzel, Luke, & Associates August 2012 - Present
MAI Wealth Advisors, LLC September 2006 - December 2009
Skills
Financial Reporting, Financial Analysis, Tax Preparation, Financial Modeling, Strategic Financial...
Education
John Carroll University 2002 — 2006
Case Western Reserve University
Westfield Group January 2012 - Present
MAI Wealth Advisors LLC May 2005 - January 2012
Victory Capital Management January 2000 - January 2004
McDonald Investments September 1994 - December 1999
Ernst & Young March 1989 - May 1993
Skills
Microsoft Excel, Portfolio Management, Strategy, Capital Structure, Asset Managment, Performance Attribution, Investments, Asset Allocation, Equity Research, Alternative Investments, Investment Management, Wealth Management, Equities, Financial Modeling, Capital Markets, Mutual Funds, Series 7, Economics, Financial Markets, Equity Valuation, Private Equity, Finance, Investment Advisory, Securities, Investment Strategies, Valuation, Hedge Funds, Financial Analysis, Series 63, Due Diligence, Fixed Income, Asset Management, Financial Advisory, Investment Banking, Bonds
Education
Weatherhead School of Management at Case Western Reserve University 1994 — 1995
MBA, Business/Finance
Boston College 1984 — 1988
st ignatius
Thompson Hine LLP November 2011 - Present
Novogradac & Company LLP January 2009 - November 2011
MAI Wealth Advisors, LLC September 2008 - November 2008
EITC - Cuyahoga County January 2008 - April 2008
Skills
Financial Accounting, Financial Reporting, Financial Statements, GAAP, Internal Controls, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Tax Preparation, Tax Returns
Education
Cleveland State University 2007 — 2008
B.A. in 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
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
Dorsey Home November 2008 - Present
MAI Wealth Advisors, LLC April 2006 - November 2008
Notre Dame de Namur University 2004 - 2006
John Edwards for President 2002 - 2004
Education
University of Miami - School of Business 1999 — 2002
Computer Information Systems & Marketing
Boston Private Wealth LLC October 2014 - Present
Banyan Partners, LLC May 2010 - Present
MAI Wealth Advisors, LLC August 2009 - May 2010
The Colony Group January 2004 - August 2009
Skills
Asset Allocation, Asset Management, Wealth Management, Alternative Investments, Equities, Mutual Funds, Investment Advisory, Investments, Portfolio Management, Fixed Income, Investment Management, Hedge Funds, Equity Research
Education
San Diego State University-California State University 2001 — 2003
Masters, Financial & Tax Planning
MAI Capital Management November 2011 - Present
The Townsend Group August 2010 - October 2011
Capital One February 2010 - August 2010
Capital One July 2008 - August 2010
Capital One May 2009 - January 2010
Capital One July 2008 - April 2009
MAI Wealth Advisors, LLC June 2007 - September 2007
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
The Ohio State University 2004 — 2008
Bachelor of Science, Economics
Defense Finance and Accounting Service July 2010 - Present
MAI Wealth Advisors, LLC June 2007 - September 2007
Skills
Accounting, Financial Analysis, Financial Reporting
Education
The Ohio State University Fisher College of Business 2004 — 2008
Business Administation, Finance
Saint Ignatius High School 2000 — 2004
MAI Wealth Advisors, LLC 2008 - Present
Winslow Asset Management 2006 - 2007
Victory Capital Management 1996 - 2005
Education
University of Pittsburgh
MBA, Finance
Washington and Jefferson College
BA, Economics
HPM Partners January 2011 - Present
MAI Wealth Advisors, LLC January 1987 - December 2010
Skills
Wealth Management, Investment Advisory, Strategic Financial..., Asset Management, New Business Development, Investments, Alternative Investments, Financial Planning, Private Equity, Portfolio Management
Education
Lake Erie College
Bachelor of Science, Business Administration
Willoughby South High School
PNC Bank September 2011 - Present
MAI Wealth Advisors, LLC January 2008 - October 2010
NovaStar Mortgage August 2003 - May 2007
Ohio Savings Bank October 2000 - August 2003
Skills
Event Planning, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
Bowling Green State University 1992 — 1996
BS, Athletic Training
MAI Wealth Advisors, LLC October 2010 - Present
MAI Wealth Advisors, LLC August 2008 - October 2010
MAI Wealth Advisors, LLC August 2005 - August 2008
Education
Cleveland State University 1999 — 2001
Master's of Science, Communication
University of Toledo 1991 — 1995
Bachelor's of Arts, Communication