Skip to Content

Sheena Pauley CFP®, CTFA

Senior Portfolio Manager, Managing Director

Cleveland, OH

Sheena Pauley is Senior Portfolio Manager and Managing Director at MAI, based out of the Cleveland, Ohio office. In 2022 Sheena joined MAI bringing with her 25 years of experience in the financial services industry. Sheena is passionate about financial literacy and is an educator/advisor for MAI’s high net worth individuals and families.

Prior to MAI, Sheena was a Senior Investment Advisor, Vice President with PNC Private Bank. She is also a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Trust Financial Advisor.

Sheena received her BA in Political Economy from Skidmore College. She received her MBA from Case Western Reserve University with a concentration in Banking and Finance.

Alumnae Council and Head’s Council, Hathaway Brown School, Shaker Heights, Ohio