John Daniel Zaller
Chief Investment Officer at MAI Capital Management LLC
Profile
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.
John Daniel Zaller active positions
| Companies | Position | Start |
|---|---|---|
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 | 2007-05-31 |
Training of John Daniel Zaller
| University of Dayton | Undergraduate Degree |
Experiences
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1st degree connections
1st degree companies
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Linked companies
| Private companies | 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 |
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