Nick Srmag, CFA

Senior Portfolio Manager, Managing Director

Cleveland, OH


Nick is a Taxable Fixed Income Senior Portfolio Manager at MAI. He is a member of MAI’s Fixed Income Committee which is tasked with setting and implementing fixed income strategy in client portfolios.

Prior to MAI, Nick served as PNC/National City Bank’s Fixed Income Strategist for nine years, and has a 20 years of investment experience.

He earned his BS in Business Administration with a concentration in Finance from John Carroll University. He holds the Chartered Financial Analyst® designation.

We look forward to learning about your financial goals.