MAI Capital Management
Doug joined MAI's Wealth Management group in 2018, bringing more than 20 years of industry experience with him.
Prior to MAI, Doug was a Wealth Advisor for Calfee Financial Advisors, Inc. where he consulted with clients on financial planning, portfolio management, and investment research.
Doug earned his BBA in Finance from The Ohio State University. He is also a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Market Technician®.
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MAI Capital Management
Integrated Wealth Management, Family Office Services, Investment Management, Open Architecture, RIA, Retirement Planning, Estate Planning, Tax Planning and more