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A team of seasoned professionals, each one a specialist in different aspects of wealth management, designs, implements and monitors your integrated wealth management plan. You receive intelligent advice supported by reasoned analysis because, in addition to a support staff of more than 30, MAI gives you access to Certified Public Accountants, Certified Financial Planners, and Chartered Financial Analysts with our ensemble of more than 25 professionals. With over 70% of our professional staff holding advanced designations, we work to ensure consistent, high quality financial advice and service.
|
| Name |
Title/Responsibility |
Years in Career |
Years with MAI |
| Jerome Acy |
Associate |
6 |
6 |
| Donna J. Apel |
Associate |
34 |
7 |
| Gregory R. Badowski |
Director |
21 |
18 |
| Carolyn Bendula |
Associate |
1 |
1 |
| Filippo Biagiotti |
Controller |
25 |
25 |
| Monica R. Blozy |
Associate |
16 |
13 |
| Deborah L. Brooks |
Associate |
29 |
29 |
| Richard J. Buoncore |
Managing Partner |
34 |
5 |
| Douglas J. Butler |
Director, Portfolio Manager |
30 |
2 |
| Tim Carneval |
Director |
18 |
0 |
| Martin Christ |
Director |
16 |
5 |
| John G. Ciancibello |
Director |
28 |
22 |
| Bill Collins |
Director |
21 |
1 |
| Leah H. Detwiler |
Senior Associate |
29 |
29 |
| Matthew R. Eiben |
Director |
24 |
20 |
| Cassandra A. Forst |
Associate |
35 |
33 |
| Georgia Gildenmeister |
Associate |
14 |
6 |
| Gerald H. Gray |
Chief Investment Officer |
32 |
16 |
| Kathryn Haneberg |
Associate |
15 |
2 |
| Katie G. Hedrick |
Senior Associate |
7 |
4 |
| Shannon Heffner |
Associate |
1 |
1 |
| Walter J. Henry |
Director, Portfolio Manager |
28 |
4 |
| Judith Hogan |
Associate |
32 |
15 |
| Valerie T. Holt |
Associate |
22 |
22 |
| Pamela J. Judge |
Associate |
28 |
5 |
| James D. Kacic |
Chief Financial Officer |
25 |
4 |
| Michelle Komar |
Associate |
24 |
3 |
| Roberta J. Lemmo |
Managing Director, Family Office Services |
38 |
33 |
| Laurel A. Linn |
Associate |
33 |
30 |
| Albie E. MacDonald |
Director |
13 |
3 |
| Vicki Matheny |
Associate |
22 |
12 |
| Art Merriman |
Director, Portfolio Manager |
29 |
4 |
| Timothy Miller |
Associate |
39 |
27 |
| Lu Anne Morrison |
Managing Director, High Net Worth |
29 |
20 |
| Timothy W. Mosley |
Director |
29 |
23 |
| Kimberly A. Novak |
Director |
34 |
14 |
| Peggy Nutaitis |
Associate |
25 |
4 |
| Kurt Nye |
Senior Associate |
3 |
0 |
| Cynthia Osadczuk |
Associate |
37 |
23 |
| John G. Palguta |
Managing Director, Sports |
29 |
28 |
| Christine E. Pauletta |
Senior Associate |
26 |
26 |
| Dana Peterson |
Associate |
1 |
1 |
| Laurie Roggenburk |
Director |
38 |
10 |
| Amy Saban |
Director |
24 |
4 |
| Thomas W. Schrock |
Director, Portfolio Manager |
16 |
6 |
| Seth E. Shalov |
Director, Portfolio Manager |
28 |
5 |
| Jacqueline A. Spirko |
Senior Associate |
17 |
11 |
| Jeff Stark |
Investment Associate |
1 |
1 |
| Keri L. Strickland |
Associate |
23 |
3 |
| Mark H. Summers |
Chief Operating Officer |
30 |
2 |
| Tatjana Taleff |
Associate |
1 |
1 |
| Judith A. Thomas |
Associate |
27 |
19 |
| Shirley Titchenell |
Chief Compliance Officer |
11 |
3 |
| Steven Urich |
Director |
19 |
14 |
| Michael R. Wagner |
Director, Portfolio Manager |
26 |
2 |
| Carla M. Wainwright |
Senior Associate |
18 |
11 |
| Diane Whitehouse |
Director of Investment Operations |
19 |
0 |
| Kim M. Wilson |
Managing Director |
26 |
13 |
| Paul Yanke |
Associate |
23 |
13 |
| John D. Zaller |
Senior Associate, Portfolio Manager |
4 |
4 |
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