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Kim A. Novak
Plus aucun poste en cours
Finance
Consumer Services
Profil
Ms. Kim A. Novak is a Director at MAI Wealth Advisors LLC since 1997.
She oversees regulatory and client reporting and investment operations.
She also serves on the firm's Information Technology Committee.
Prior to joining MAI in 1997, Ms. Novak was a Vice President at National City Bank.
She served as a portfolio manager and head of the Personal Services Group that provided full trust services to small and medium sized trusts, agency accounts and IRA's.
Ms. Novak earned her BA from Baldwin Wallace College and is a member of NS.
Anciens postes connus de Kim A. Novak
| Sociétés | Poste | Fin |
|---|---|---|
National City Bank (Cleveland, Ohio)
 National City Bank (Cleveland, Ohio) Major BanksFinance Nationally chartered commercial bank | Corporate Officer/Principal | - |
MAI Capital Management LLC
 MAI Capital Management LLC Investment ManagersFinance MAI seeks real capital growth proportionate to the level of risk the client is willing to take. The firm uses an investor identification and profile questionnaire to document the client’s investment objectives, time horizon, risk tolerance, tax considerations, and any special considerations and/or restrictions the client chooses to place on the management of the account. They select suitable categories of investments based on the clients' attitudes about risk and their need for capital appreciation or income. MAI primarily seeks to hold securities for the longer term, especially in taxable accounts. The firm uses short-term trades and options less frequently and only when, in their judgment, they are appropriate for a particular account or given market condition. | Gestionnaire de Portefeuille-Actions | - |
Formation de Kim A. Novak
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
National City Bank (Cleveland, Ohio)
National City Bank (Cleveland, Ohio) Major BanksFinance Nationally chartered commercial bank | Finance |
Baldwin-Wallace College
 Baldwin-Wallace College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
MAI Capital Management LLC
MAI Capital Management LLC Investment ManagersFinance MAI seeks real capital growth proportionate to the level of risk the client is willing to take. The firm uses an investor identification and profile questionnaire to document the client’s investment objectives, time horizon, risk tolerance, tax considerations, and any special considerations and/or restrictions the client chooses to place on the management of the account. They select suitable categories of investments based on the clients' attitudes about risk and their need for capital appreciation or income. MAI primarily seeks to hold securities for the longer term, especially in taxable accounts. The firm uses short-term trades and options less frequently and only when, in their judgment, they are appropriate for a particular account or given market condition. | Finance |
