John Zaller, CFA

Chief Investment Officer

Cleveland, OH



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


Work Experience

  • Joined the MAI 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
  • Has also provided custom portfolio management services to MAI’s high net worth clients since 2007
  • 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
  • Has been featured in national financial media outlets including Bloomberg, CNBC, Fox Business News, TD Ameritrade Network, Yahoo! Finance, and the Wall Street Journal


Life Outside of MAI 

  • On the Board of Directors of the Heritage Classical Academy
  • Serving as President of the City Mission Endowment Foundation
  • Sits on the Board of Directors for the City Mission and is currently the Treasurer and Chair of the Finance Committee
  • Lives in Solon, OH with his wife, Carley, and their five children



  • University of Dayton, BS in Finance & Economics

We look forward to learning about your financial goals.