Andrew Zalic

Portfolio Manager at MAI Capital Management - Cleveland, OH, US

Andrew Zalic's Colleagues at MAI Capital Management
Mitchell Herringshaw

Senior Associate-Team Lead

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Dana Clapham

Senior Associate, Wealth Management

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Maria Grinberg

Financial Analyst and Accountant

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Theresa McKinney

Director, Client Tax Services

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Kathleen Keylor

Director, Tax Services

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Neil Varnish

Associate, Investment Operations

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Lauren Lippert

Director

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Andrew Zalic's Contact Details
Email (Verified)
***@mai.capital
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Mobile Number
(XXX) XXX-XXXX
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HQ
216-920-4800
Location
Cleveland, Ohio, United States
Company
MAI Capital Management
Andrew Zalic's Company Details
MAI Capital Management logo, MAI Capital Management contact details

MAI Capital Management

Cleveland, OH, US • 250 - 499 Employees
Financial Services

MAI Capital Management ("MAI") is a full-service wealth manager and registered investment adviser (RIA) that caters to the financial planning and investment needs of high-net-worth individuals, ultra-high-net-worth families, successful business owners, and professional athletes. MAI also provides targeted investment solutions for financial advisors and institutional investors. MAI is solutions-focused and dedicated to providing excellent client service. The firm supports this philosophy by creating a culture that promotes collaboration and innovation and places a high priority on attracting, developing and retaining experienced individuals.Founded in 1973, MAI is a SEC-registered investment advisor with $14.4 billion in assets under management and more than 275 employees as of March 31, 2022.

Integrated Wealth Management Family Office Services Investment Management Open Architecture RIA Retirement Planning Estate Planning Tax Planning Portfolio Management Succession Planning RIA M&A RIA M&A
Details about MAI Capital Management
Frequently Asked Questions about Andrew Zalic
Andrew Zalic currently works for MAI Capital Management.
Andrew Zalic's role at MAI Capital Management is Portfolio Manager.
Andrew Zalic's email address is ***@mai.capital. To view Andrew Zalic's full email address, please signup to ConnectPlex.
Andrew Zalic works in the Financial Services industry.
Andrew Zalic's colleagues at MAI Capital Management are Mitchell Herringshaw, Dana Clapham, Maria Grinberg, Theresa McKinney, Kathleen Keylor, Neil Varnish, Lauren Lippert and others.
Andrew Zalic's phone number is 216-920-4800
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