John Daniel Zaller
Chief Investment Officer bei MAI Capital Management LLC
Profil
Mr. John D.
Zaller, CFA, is a Chief Investment Officer, Group Head & Senior Managing Director at MAI Capital Management LLC.
He joined MAI's investment team in 2007 and gained over a decade of experience in manager due diligence and investment research across the equity, fixed income, and alternative asset classes.
He has also provided custom portfolio management services to MAI's high net worth clients since 2007.
He became MAI's CIO in 2016 and is responsible for coordinating the firm's overall investment strategy and its implementation in MAI's client portfolios.
He earned his BS in Finance and Business Economics from the University of Dayton.
He graduated summa cum laude from UD.
Aktive Positionen von John Daniel Zaller
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Chief Investment Officer | 01.06.2007 |
Ausbildung von John Daniel Zaller
| University of Dayton | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
