Andrew Zalic, CFA

Portfolio Manager, Director

Cleveland, OH

LET'S CONNECT

Designations

  • Chartered Financial Analyst®
  • Member of the CFA Society of Cleveland

 

Work Experience

  • Works with the Dividend Strategy and High-Income Equity Portfolio teams
  • Joined the firm in 2014

 

Education

  • The Ohio State University, BS in Business Administration with concentrations in Finance and Investment Management

We look forward to learning about your financial goals.

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