Blake Sours
Portfolio Management Analyst at MAI Capital Management
- Role
- Portfolio Management Analyst at MAI Capital Management
- Location
- Akron, OH, US
- LinkedIn followers
- 500 followers
Experience
Portfolio Management Analyst
Dec 2024 — Present · Cleveland, OH, US
Specializes in managing the risks of option overlay strategies utilized by high net worth clients (covered calls, collars, cash-secured puts)- Executes option trades on behalf of advisors for a variety of scenarios including initiation and rolls- Serves as the liaison between MAI advisors and firms whose tools help with concentrated equity situations (direct indexing, prepaid variable forwards, exchange funds, etc.).
Education
The Ohio State University Fisher College of Business
Bachelor of Science - BS
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