John Zaller, CFA

Chief Investment Officer

Cleveland, OH

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John is the Chief Investment Officer and Group Head at MAI. He joined MAI’s investment team in 2007 and gained over a decade of experience in manager due diligence and investment research across the equity, fixed income, and alternative asset classes. He has also provided custom portfolio management services to MAI’s high net worth clients since 2007. John became MAI’s CIO in 2016 and is responsible for coordinating the firm’s overall investment strategy and its implementation in MAI’s client portfolios.

John earned his BS in Finance and Business Economics from the University of Dayton. He graduated summa cum laude from UD, ranking first in his class in both degree programs and receiving the Award for Excellence to the Outstanding Senior Majoring in Finance and the Dr. E. B. O’Leary Award of Excellence to the Outstanding Senior Majoring in Economics. John holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Cleveland.

John shares his investment knowledge in his community by serving on the Investment Committee of his alma mater, Notre Dame Cathedral Latin, and serving as President of the City Mission Endowment Foundation. He also sits on the Board of Directors for the City Mission and is currently the Treasurer and Chair of the Finance Committee.

We look forward to learning about your financial goals.

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