We are a story of authenticity, diversity, purpose, and values driven by an in-house team that blends the entrepreneurial spirit of a boutique firm with the comprehensive resources of an established leader.
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.