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Jamie Caudill, CFP®

Senior Wealth Advisor, Managing Director

Cincinnati, OH

Jamie is a Senior Wealth Advisor at MAI, based out of the Cincinnati, Ohio office. He joined the firm in 2021 and is responsible for the development of wealth strategies and strategic financial plans for his clients.

Prior to MAI, Jamie was a Vice President and Senior Portfolio Manager at Huntington Private Bank. He earned his BBA in Finance from the University of Kentucky and his MBA, with a concentration in Finance and Entrepreneurship, from Xavier University. Jamie is also a CERTIFIED FINANCIAL PLANNER™ professional.