Nick Srmag, CFA

Senior Portfolio Manager, Managing Director

Cleveland, OH

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Designations

  • Chartered Financial Analyst® designation

 

Work Experience

  • Serves as the chair of MAI’s Fixed Income Committee, which is tasked with setting and implementing fixed income strategy in client portfolios
  • Served as PNC/National City Bank’s Fixed Income Strategist for nine years and has over fifteen years of investment experience
  • Has over 20 years of investment experience

 

Education

  • John Carroll University, BSBA in Finance

We look forward to learning about your financial goals.

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