Cleveland, Ohio

Doug Andrassy, CFP®, CMT

Senior Wealth Advisor, Director

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Greg Badowski, CPA, CFP®

Senior Tax Advisor, Director

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Janet Baillie

Senior Client Service Specialist

Christopher “Biff” Baker

Senior Wealth Advisor & Team Leader, Managing Director

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Jonathan Barna

Portfolio Management Analyst, Associate

Ryan Bergen

Wealth Specialist, Associate

Filippo Biagiotti

Client Accounting Team Leader, Director

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Brandon Bleile

Research Analyst, Senior Associate

Kathy Buchs, CPA

Senior Tax Advisor & Team Leader, Managing Director

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Jacob Burnett, CFP®

Wealth Specialist, Associate

Chris Buoncore, CPWA®

Wealth Advisor, Director

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Rick Buoncore

Managing Partner

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Doug Butler, CFA

Senior Portfolio Manager, Managing Director

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Peter Calfee, CPA, CFP®, CLU®

Senior Wealth Advisor, Managing Director

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Tim Carneval, CPA, CFP®

Senior Wealth Advisor, Director

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Tony Carsel

Wealth Specialist, Associate

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Ryan Catanese, CPA, CFP®

Wealth Advisor, Director

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John Ciancibello, CPA

Senior Wealth Advisor & Team Leader, Managing Director

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Heidi Coyle, CPA

Senior Tax Advisor, Director

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Tracy Davis

Data Processing Specialist, Associate

Timothy Dempsey

Portfolio Management Analyst, Senior Associate

Michelle DeVincentis

Senior Wealth Client Service Specialist, Associate

Jalen Dixon

Financial Planning Specialist, Associate

Michael Dvorkin

Senior Wealth Advisor, Managing Director

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Robert Dzurilla, CPA

Senior Tax Advisor, Director

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Matt Eiben, CPA, CFP®

Senior Wealth Advisor, Managing Director

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Bridget Erne, FPQP®

Senior Client Accountant Specialist, Associate

Lisa Fantone

Wealth Client Service Specialist, Associate

Nicole Ferraro

Wealth Client Service Specialist, Associate

Michael Fetsko

Financial Planning Specialist, Associate

Ryan Foguth

Tax Specialist, Associate

Matthew Galek

Tax Specialist, Associate

Alexa Gasparro-Carson

Tax Client Service Specialist, Associate

Keri Gilmore

Wealth Client Service Specialist, Associate

James Glending

Portfolio Management Analyst, Senior Associate

Charles Grimm, CPA, PFS, MBA, CFP®

Senior Wealth Advisor & Financial Planning Consultant, Managing Director

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Cindy Haberkorn

Senior Investment Client Service Specialist, Senior Associate

Nisad Hack, CPA

Senior Funds Administrator, Director

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Mark Haley

Senior Wealth Advisor, Managing Director

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Susan Hammer

Client Service Team Leader, Senior Associate

Nicholas Heisterkamp

Financial Planning Specialist, Associate

Laura Hudock

Account Manager, Senior Associate

Erik Huss

Institutional Business Development Officer, Managing Director

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Tina Jacob

Operations Client Account Onboard/Offboard Team Leader, Senior Associate

Ryan Jacobs

Tax Specialist, Associate

Christophe Jambon, CFA

Portfolio Management Platform Specialist, Director

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Dexter James, CRPC®

Senior Wealth Advisor, Managing Director

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Lance “Putter” Johnson, CFP®

Senior Wealth Advisor, Director

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Robert Karras, CFP®, CLU®, ChFC®

Senior Wealth Advisor, Managing Director

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Ryan Keenan, CFA

Portfolio Manager, Director

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Katherine Kelly

Portfolio Management Analyst, Senior Associate

Isabelle Kives

Client Service Specialist

Dalton Knott

Tax Advisor, Senior Associate

Candice Koeth

Senior Client Accountant Specialist, Associate

Kenneth Kolke

Senior Accountant, Senior Associate

Michelle Komar

Client Service Team Leader, Senior Associate

Zachary Krahe

Wealth Specialist, Associate

Sean Kriak, CFP®, MBA

Senior Wealth Advisor, Managing Director

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Lynne Lawrence

Portfolio Manager, Director

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Bobbie Lemmo, CPA/PFS, CFP®

Senior Wealth Advisor & Team Leader, Managing Director

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Natalia Levin-Schwartz

Senior Wealth Client Service Specialist, Associate

Lauren Lippert, CPA, CFP®

Senior Wealth Advisor, Managing Director

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Meara Mahoney

Funds Administrator, Associate

Stan Majkrzak, CFP®

Senior Wealth Advisor, Managing Director

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Frank Maroun

Financial Planning Specialist, Associate

Michael Marrapese, CFA

Portfolio Manager, Director

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Mike Martin

Wealth Advisor, Director

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Andrew Marusic, CFP®, AIF®

Wealth Advisor, Director

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Andrew Matejin

Financial Planning Specialist, Senior Associate

Vicki Matheny

Senior Wealth Client Service Specialist, Associate

Nicole Mathews

Wealth Client Service Specialist, Associate

Luka Matic

Financial Planning Specialist, Associate

Nick McCreary, CFP®

Portfolio Manager, Director

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Sean Might

Senior Treasury Specialist, Senior Associate

Rachel Miller

Tax Client Service Specialist, Associate

Erica Morgan, CPA

Business Finance Manager, Director

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Tim Mosley, CPA

Senior Tax Advisor, Director

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Amy Namitka, CPA, CMA®

Tax Advisor, Director

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Laura Naples

Senior Wealth Client Service Specialist, Associate

Janet Nolan

Business Operations Manager, Senior Associate

Bradley Norton, CFA

Wealth Advisor, Senior Associate

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Stephen Novak

Senior Funds Administrator & Team Leader, Director

Trisha Novak

Wealth Client Service Specialist, Associate

Margaret Nutaitis

Senior Wealth Client Service Specialist, Senior Associate

Kurt Nye, CFA®

Group Head of Alternative Investments, Managing Director

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John Palguta, CPA, CFP®

Senior Wealth Advisor & Team Leader, Managing Director

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Joe Palko, CFP®

Senior Wealth Advisor, Managing Director

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Chris Pauletta, FPQP®

Senior Client Service Wealth Advisor & Team Leader, Director

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Sheena Pauley, CFP®, CTFA

Senior Portfolio Manager, Managing Director

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Maria Pelini

Investment Client Service Specialist

Rafael Perez, CFP®

Senior Wealth Advisor, Director

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Jim Perrine, CFP®

Financial Planning Team Leader, Managing Director

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Craig Petti, RFC®, AIF®

Senior Wealth Advisor, Managing Director

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Marla Petti, CPA/PFS, AEP®, CFP®

Senior Wealth Advisor & Team Leader, Managing Director

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Jason Putman, CFP®, CFA

Senior Portfolio Manager, Managing Director

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Kevin Reddy

Senior Client Accountant Specialist, Associate

Deanna Roeger

Senior Wealth Client Service Specialist, Senior Associate

Peter Rozman

Wealth Advisor, Senior Associate

John Ruby, CFP®

Senior Wealth Advisor, Director

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Steve Rudolph, MBA

Senior Wealth Advisor & Team Leader, Managing Director

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DJ Santiago

National Head of MAI Benefits, Managing Director

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Ben Sayer, CFA®

Portfolio Manager, Director

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Haley Schneider

Senior Wealth Client Service Specialist, Associate

Mike Selzer, CPA, MSA

Senior Tax Advisor, Director

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Egon Singerman

Senior Benefits Advisor, Managing Director

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Justin Slaby, CFP®, CPA

Tax Advisor, Director

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Jenna Skladany

Wealth Client Service Specialist, Associate

Abrie Smith

Wealth Client Service Specialist, Associate

Brok Smith

Senior Funds Administrator, Senior Associate

Jim Smith

Senior Wealth Advisor, Managing Director

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Meghan Smith, CFP®️

Wealth Specialist, Associate

Nick Srmag, CFA

Senior Portfolio Manager, Managing Director

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Charlene Stamper

Client Accountant Specialist, Associate

Jeff Stark, CFA®

Senior Portfolio Manager, Managing Director

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Theresa Stevenson

Client Accountant Specialist, Associate

Linda Taylor

Executive Assistant, Senior Associate

Gina Triola

Family Office Director, Senior Associate

Brad Turner

Senior Portfolio Manager, Managing Director

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Steve Urich, CPA

Senior Tax Advisor & Team Leader, Managing Director

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Mark Van Drunen, CFP®

Regional President, Managing Director

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Chandler Vegel

Financial Planning Specialist, Associate

Sandra Vinas

Senior Wealth Client Service Specialist, Senior Associate

Kenneth Vlk

Wealth Client Service Specialist, Associate

Samantha Vodvarka

Wealth Client Service Specialist, Associate

Jamie Wacker

Controller, Director

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Carla Wainwright, CPA

Senior Tax Advisor, Director

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Ally Werden, CFP®

Wealth Advisor, Director

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Bryan Williams

Data Processing Specialist, Associate

Kim Wilson, CPA

Senior Tax Advisor & Team Leader, Managing Director

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Laura Wtulich

Client Service Team Leader, Senior Associate

Paul Yanke

Senior Client Accountant Specialist & Systems, Senior Associate

Andrew Zalic, CFA

Portfolio Manager, Director

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John Zaller, CFA

Chief Investment Officer

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Bronson Ziemke

Tax Advisor, Senior Associate

Ethan Zoellner

Senior Funds Administrator, Senior Associate

Connect with MAI in Cleveland

Cleveland Office

6050 Oak Tree Blvd.
Suite 500
Cleveland, OH 44131

216.920.4800 Directions

We look forward to learning about your financial goals.

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