MAI has a rich history of offering clients comprehensive wealth management strategies and is recognized for its client-centric, relationship-based approach rooted in helping clients live their best financial lives. The firm’s newest partners embody MAI’s core values, demonstrating its commitment to quality client service and inspiring their colleagues and peers to consistently innovate. They each bring a diverse set of skills and professional experience and have made significant contributions to the MAI team and culture, working alongside their teams to deliver for clients. MAI is excited to welcome Mike, Stephanie and John to the partnership.
You can learn more about MAI’s new partners below:
Mike Beaulieu, CFP®, CFA – Mike is a Managing Director within MAI’s Wealth Management group. He joined MAI in 2014 bringing 16 years of industry experience to the firm. Mike is based out of MAI’s Ponte Vedra Beach, Florida office and conducts financial planning, portfolio management and research for clients. Prior to MAI, he was a Vice President and Guidance Consultant with Fidelity Investments’ Private Client Group and Planning & Guidance Organizations, respectively. Mike graduated from the University of New Hampshire with a BBA and earned his MBA from the University of North Florida. He is a CERTIFIED FINANCIAL PLANNER™ and holds the Chartered Financial Analyst® designation.
Stephanie Sandle, CPA, CFP®, CPWA® – Stephanie joined MAI in 2012 and is a Managing Director in the Wealth Management group. She is based out of MAI’s Cleveland office and her primary responsibility is to provide wealth advisory services for high net worth clients to help them achieve their financial goals. Prior to MAI, Stephanie worked for Parkwood Corporation where she was the head of a high net worth family office tax department. Stephanie received both her BS and Master’s in Accountancy from Miami University and earned her MS in Personal Financial Planning from the College for Financial Planning. She is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants. she is also a CERTIFIED FINANCIAL PLANNER™, a Certified Private Wealth Advisor® professional, and holds the Master Planner Advanced Studies (MPAS®) designation.
John Zaller, CFA – John is the Chief Investment Officer at MAI and is based out of MAI’s Cleveland office. He is responsible for coordinating the firm’s overall investment strategy and overseeing its implementation in MAI’s high net worth client portfolios. John joined MAI’s investment team in 2007 after graduating from the University of Dayton with a BS in Finance and Business Economics. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Cleveland. John also serves on the Investment Committee of his alma mater NDCL, is on the Board od Directors for The City Mission, and is an active member of Parkside Church in Chagrin Falls, OH.