Doug Butler, CFA

Senior Portfolio Manager, Managing Director

Cleveland, OH

LET'S CONNECT

Designations

  • Chartered Financial Analyst ® designation

 

Work Experience

  • Joined MAI in 2010, adding 29 years of experience in portfolio management, financial planning, and equity research and bringing well rounded industry knowledge to MAI and his clients
  • Served for six years as a Co-founder and Managing Member of Main Street Investment Management LLC, where he developed a quantitative investment strategy that helped clients address equity allocation objectives
  • Has served as Director of Equity Research for KeyBank Capital Markers and held senior positions in institutional equity research sales and management for McDonald Investments, Merrill Lynch, and Roulston Research Corporation
  • Developed financial plans for individuals and was a corporate banking analyst early in his career

 

Life Outside of MAI 

  • Served on the YMCA of Cleveland Board of Directors from 2010-2018, was Chairman of the Investment Committee for several years, and currently serves on the Investment Committee
  • Served on the Investment Committee of the Metzenbaum Foundation in Geauga county
  • Served on the Board of Trustees of the Chagrin Valley Country Club from 2011-2013 and chaired both the Membership and House Committees in previous years
  • Afforded the opportunity to live in Hong Kong, Los Angeles, and Cleveland by his professional assignments

 

Education

  • Syracuse University, BS in Management
  • Case Western Reserve University, MBA in Banking and Finance

We look forward to learning about your financial goals.

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