Andrew Zalic
Gestionnaire de Portefeuille-Actions chez MAI Capital Management LLC
Profil
Mr. Andrew Zalic, CFA, is a Portfolio Manager & Director at MAI Capital Management LLC.
He is working with the Dividend Strategy and High Income Equity Portfolio teams.
He joined the firm in 2014.
He earned his Bachelor of Science in Business Administration with concentrations in Finance and Investment Management from The Ohio State University.
He also holds the Chartered Financial Analyst designation and is a member of the CFA Society of Cleveland.
Postes actifs de Andrew Zalic
| Sociétés | Poste | Début |
|---|---|---|
MAI Capital Management LLC
 MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms. | Gestionnaire de Portefeuille-Actions | 01/01/2014 |
Formation de Andrew Zalic
| The Ohio State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
MAI Capital Management LLC
MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms. | Finance |
