Andrew Zalic

Portfolio Manager-Equities at

MAI Capital Management LLC

Consumer Services

Finance

Profile

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.

Andrew Zalic active positions

Companies	Position	Start
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.	Portfolio Manager-Equities	01/01/2014

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Linked companies

Private companies	2
The Ohio State University The Ohio State University 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

Private companies