Firm
- - - Our Firm
- - - We are partners and fiduciaries on a mission to shape the future of advice to help make a significant and positive impact on the lives and well-being of our clients.
  - - About MAI
    - Advantage and Values
    - Awards and Rankings
    - History
    - Community
Services
- - - Our Services
- - - Individuals and Families
    - Wealth Management
    - Family Office
  - - Advisors and Institutions
    - MAI Invest
    - MAI Funds
    - Athletes and Entertainers
    - MAI Sports and Entertainment
  - - Employees and Employers
    - MAI Retirement
Team
- - - Our Team
- - - We are a story of authenticity, diversity, purpose, and values driven by an in-house team that blends the entrepreneurial spirit of a boutique firm with the comprehensive resources of an established leader.
  - - Our Offices
    - Firm Leadership
Resources
Contact Us

Jeff Stark, CFA®

Senior Portfolio Manager, Managing Director

Cleveland, OH

Designations

Work Experience

Joined the firm in 2008 as an intern in both the sports and investment departments where he participated in investment analysis and financial planning activities
Joined MAI full time in 2010 as an associate, gaining experience in portfolio and relationship management
Serves on the Investment Committee in addition to participating in due diligence on MAI’s outside equity managers
Works with clients on their investment needs, developing asset allocations models, investment research, and investment vehicle selection

Life Outside of MAI

Serves on the Board of Trustees for the Help Foundation, Inc., which helps and empowers individuals with disabilities through residential, day support, vocational, and summer education programs

Education

Bowling Green State University, BSBA in Finance and Minored in International Business