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Nick McCreary, CFP®

Portfolio Manager, Director

Beachwood, OH

Nick is a Portfolio Manager at MAI. Prior to joining the firm, he was a Financial Advisor at HW Financial Advisors, which was acquired by MAI in 2021.

At MAI, Nick’s role includes working with clients on their financial planning needs, developing asset allocation models, investment research, and investment vehicle selection. In addition, he is a member of MAI’s investment team and sits on the firm’s manager research committee.

He earned his BSBA in Finance with a specialization in Investments from The Ohio State University Max M. Fisher College of Business. He is also a Certified Financial Planner™ professional.

Nick is currently a volunteer at the Greater Cleveland Food Bank.