Neil Hantak, CFA

Senior Portfolio Manager, Managing Director

Cincinnati, OH



  • Chartered Financial Analyst ®


Work Experience

  • Responsible for coordinating the firm’s investment and portfolio management strategies with its financial advisors
  • Collaborates with colleagues to understand their clients’ goals, needs, and risk tolerances and structures investment plans to meet those objectives
  • Member of the MAI Capital Investment Committee
  • Joined the former John D. Dovich & Associates, LLC in 2017 and became Chief Investment Officer in 2019, leading the former firm’s overall research, asset allocation, and trading operations
  • Served as a portfolio manager at several wealth management firms working with high-net-worth families and foundations in the Cincinnati area on their investments, estate planning, and overall financial reporting


Life Outside of MAI 

  • Member of the CFA Institute and CFA Society of Cincinnati
  • Mentor through Xavier University’s Mentor Program
  • Grader for the CFA Institute Research Challenge
  • Youth coach for soccer and basketball
  • Lives in Milford with his wife and three sons



  • Xavier University, Triple Major in Honors Bachelor of Arts, BS in Finance and BA in Classics


We look forward to learning about your financial goals.