Cleveland, Ohio

MAI Corporate HQ

Your Team in Cleveland:

Relationship Management

Doug Andrassy, CFP, CMT, Director

Doug Andrassy, CFP®, CMT

Senior Wealth Advisor, Director

Chris Buoncore

Wealth Specialist, Director

Peter Calfee, CPA, CFP, CLU, Managing Director

Peter Calfee, CPA, CFP®, CLU®

Senior Wealth Advisor, Managing Director

Tim Carneval, CPA, CFP®, Director

Tim Carneval, CPA, CFP®

Senior Wealth Advisor, Director

Ryan Catanese, CPA, CFP®, Senior Associate

Ryan Catanese, CPA, CFP®

Wealth Advisor, Director

John Ciancibello, Managing Director

John Ciancibello, CPA

Senior Wealth Advisor & Team Leader, Managing Director

Leah Detwiler, CFP, CRPC, Director

Leah Detwiler, CFP®, CRPC™

Wealth Advisor, Director

Matt Eiben, CPA, CFP, Managing Director

Matt Eiben, CPA, CFP®

Senior Wealth Advisor, Managing Director

Mark Haley

Senior Wealth Advisor, Managing Director

Dexter James

Senior Wealth Advisor, Managing Director

Lance "Putter" Johnson, Director

Lance "Putter" Johnson, CFP®

Senior Wealth Advisor, Director

Sean G. Kriak, CFP ®

Senior Wealth Advisor, Managing Director

Bobbie Lemmo, CPA, CFP, Managing Director

Bobbie Lemmo, CPA/PFS, CFP®

Senior Wealth Advisor & Team Leader, Managing Director

Lauren Lippert, CPA, CFP®

Wealth Advisor, Director

Stan Majkrzak, CFP®

Senior Wealth Advisor, Managing Director

Andrew Marusic, CFP®, AIF®

Wealth Advisor, Director

John Palguta, CPA, CFP®, Managing Director

John Palguta, CPA, CFP®

Senior Wealth Advisor & Team Leader, Managing Director

Joe Palko, CFP®

Senior Wealth Advisor, Managing Director

Chris Pauletta, FPQP, Director

Chris Pauletta, FPQP®

Senior Client Service Wealth Advisor & Team Leader, Director

Rafael Perez, CFP®

Senior Wealth Advisor, Director

Craig Petti, RFC®, AIF®

Senior Wealth Advisor, Managing Director

Marla Petti, CPA/PFS, AEP®, CFP®

Senior Wealth Advisor, Managing Director

John Ruby, CFP®, Director

John Ruby, CFP®

Senior Wealth Advisor, Director

Steve Rudolph, MBA

Senior Wealth Advisor & Team Leader, Managing Director

DJ Santiago

National Head of MAI Benefits, Managing Director

Jim Smith, Managing Director

Jim Smith

Wealth Management Group Head, Senior Managing Director

Mark Van Drunen, CFP®

Senior Wealth Advisor & Team Leader, Managing Director

Ally Werden, CFP®

Wealth Advisor, Director

Tax Planning

Greg Badowski, CPA, CFP®, Director

Greg Badowski, CPA, CFP®

Senior Tax Advisor, Director

Kathy Buchs, CPA, Director

Kathy Buchs, CPA

Senior Tax Advisor & Team Leader, Director

Heidi Coyle, CPA

Tax Advisor, Director

Tim Mosley, CPA, Director

Tim Mosley, CPA

Senior Tax Advisor, Director

Amy Namitka, CPA

Tax Advisor, Director

Mike Selzer, CPA, Director

Mike Selzer, CPA

Senior Tax Advisor, Director

Justin Slaby, CPA

Tax Advisor, Director

Steve Urlich, CPA, Director

Steve Urich, CPA

Senior Tax Advisor & Team Leader, Managing Director

Carla Wainwright, CPA, Director

Carla Wainwright, CPA

Senior Tax Advisor, Director

Kim Wilson, CPA, Managing Director

Kim Wilson, CPA

Senior Tax Advisor & Team Leader, Managing Director

Investment Management

Doug Butler, CFA, Managing Director

Doug Butler, CFA

Senior Portfolio Manager, Managing Director

Jerry Gray, CFA, Managing Director

Jerry Gray, CFA

Senior Portfolio Manager, Managing Director

Ryan Keenan, CFA

Portfolio Manager, Director

Lynne Lawrence, Director

Lynne Lawrence

Portfolio Manager, Director

Nick McCreary, CFP®

Portfolio Manager, Director

Kurt Nye, CFA

Group Head of Alternative Investments, Managing Director

Sheena Pauley CFP®, CTFA

Senior Portfolio Manager, Managing Director

Jason Putman, CFA, Managing Director

Jason Putman, CFP®, CFA

Senior Portfolio Manager, Managing Director

Ben Sayer, CFA

Portfolio Manager, Director

Seth Shalov, Managing Director

Seth Shalov

Senior Portfolio Manager, Managing Director

Nick Srmag, CFA, Director

Nick Srmag, CFA

Senior Portfolio Manager, Managing Director

Jeff Stark, CFA

Senior Portfolio Manager, Managing Director

Brad Turner

Senior Portfolio Manager, Managing Director

Andrew Zalic, CFA

Portfolio Manager, Director

John Zaller, CFA

Chief Investment Officer & Group Head, Senior Managing Director

Institutional Sales & Distribution

Erik Huss, Director

Erik Huss

Institutional Business Development Officer, Director

Corporate

Tony Amador

Chief Financial Officer

Rick Buoncore, Managing Partner

Rick Buoncore

Managing Partner

Holly Cavalier

Chief Compliance Officer, Managing Director

Martin Christ, Managing Director

Martin Christ

Product Management Team Leader, Managing Director

Lesa Evans

Chief Human Resources Officer, Senior Managing Director

Karen Fedchock, MBA

Marketing Director, Managing Director

Shannon Heffner

Advisor Solutions Center Team Leader, Managing Director

Jim Kacic, President & Chief Financial Officer

Jim Kacic

President & Chief Financial Officer

Brett Pitstick

Chief Information Officer, Managing Director

Andrew Powers

Wealth Management Technology Business Leader, Managing Director

Donna Schuette

Sr. Operations & Transformation Leader, Managing Director

Janet Selar

Integration Team Leader, Managing Director

Shirley Titchenell, IACCP®, Chief Operating Officer

Shirley Titchenell, IACCP®

Chief Operating Officer, Senior Managing Director