Jim Perrine, CFP®

Financial Planning Team Leader, Managing Director

Cleveland, OH


  • Certified Financial Planner®


Work Experience

  • Leads, mentors, and teaches the Financial Planning Team with topical strategies and recommendations
  • Formerly a Senior Client Experience Manager with Key Private Bank and a Senior Wealth Strategist with PNC Wealth Management
  • Brings over 25 years of experience to his role


Life Outside of MAI 

  • Member of the Estate Planning Counsel of Cleveland
  • Enjoys his family, Cleveland sports teams, and watching his sons play sports



  • Purdue, BS in Business Management

We look forward to learning about your financial goals.