Sheena Pauley, CFP®, CTFA

Senior Portfolio Manager, Managing Director

Cleveland, OH

LET'S CONNECT

Designations

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Certified Trust Financial Advisor

 

Work Experience

  • Joined MAI in 2022, bringing with her 25 years of experience in the financial services industry
  • Passionate about financial literacy and is an educator/advisor for MAI’s high net worth individuals and families
  • Prior to MAI, was a Senior Investment Advisor, Vice President with PNC Private Bank

 

Life Outside of MAI 

  • Alumnae Council and Head’s Council, Hathaway Brown School, Shaker Heights, Ohio

 

Education

  • Skidmore College, BA in Political Economy
  • Case Western Reserve University, MBA in Banking and Finance

We look forward to learning about your financial goals.

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