Jeffrey Stark

Portfolio Management Group Head and Managing Director at MAI Capital Management, LLC

Role: Portfolio Management Group Head at MAI Capital Management
Location: Cleveland, OH, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Jeffrey Stark

I’m the Portfolio Management Group Head at MAI Capital Management, where I lead our very…

Experience

Portfolio Management Group Head
MAI Capital Management
Oct 2024 — Present

Education

Bowling Green State University
Finance, International Business
2005 — 2009

Skills

Time Management
Securities
Investments
Portfolio Management
Investment Strategies
Alternative Investments
Equities
Financial Advisory
Asset Management
Fixed Income
Financial Services
Finance
Microsoft Excel
Customer Service
Asset Allocation
Mutual Funds
Microsoft Office
Sales
Research
Financial Reporting
Financial Analysis

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@mai.capital
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

Unlock verified contacts

Free to start · No credit card required

Current company

MAI Capital Management

Financial Services · 520 employees · Founded 1973 · Cleveland, Ohio, United States

Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives easier. While many things have changed over the past 50 years, our mission as a registered investment adviser has not: we work to empower clients to simplify, protect, and grow their wealth. MAI serves the wealth management and sports & entertainment businesses, continuously expanding our clientele to include those who need specialized financial planning assistance. We are driven by a fiduciary duty to act in our clients’ best interests and have developed a variety of solutions to serve the breadth of their needs. We provide financial & estate planning, investment management, tax planning & preparation, insurance & risk management, accounting & bill pay, and philanthropy advice as well as boutique services like family office or specialized solutions to people in the sports and entertainment industries.

mai.capital

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

About Jeffrey Stark

Experience

Portfolio Management Group Head

Education

Bowling Green State University

Skills

Find verified contacts for anyone on LinkedIn