Jeff Stark, CFA®

Senior Portfolio Manager, Managing Director

Cleveland, OH



  • Chartered Financial Analyst®
  • Series 65
  • Member of the CFA Society of Cleveland


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



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

We look forward to learning about your financial goals.