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Neil Hantak, CFA

Senior Portfolio Manager, Managing Director

Cincinnati, OH

Designations

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

Education

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