Doug Mackay, Cfa

Doug Mackay, Cfa Email and Phone Number

Owner, Broadleaf Partners, LLC @ Broadleaf Partners, LLC
9 Aurora Street,
Doug Mackay, Cfa's Location
Peninsula, Ohio, United States, United States
Doug Mackay, Cfa's Contact Details

Doug Mackay, Cfa work email

Doug Mackay, Cfa personal email

n/a
About Doug Mackay, Cfa

In 2023, Broadleaf Partners was recognized as Manager of the Decade by PSN. See Awards section below for additional information and disclosures.Broadleaf Partners is a Hudson, Ohio-based asset management firm focused on achieving superior investment returns and providing outstanding client service. We employ a concentrated growth style of investing, holding approximately thirty equity positions from a cross section of industries.Our sector exposures typically reflect the outcome of our bottoms-up stock selection process, which is influenced by our assessment of the economy and other long-term trends. Innovative new ideas and themes are of particular interest and our all-cap approach provides our clients with the flexibility to invest where those opportunities abound.At Broadleaf, our clients' interests always come first. We are passionate about helping our clients achieve their investment goals and welcome the opportunity to help you achieve yours.Specialties: Growth Equity Portfolio Management

Doug Mackay, Cfa's Current Company Details
Broadleaf Partners, LLC

Broadleaf Partners, Llc

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Owner, Broadleaf Partners, LLC
9 Aurora Street,
Website:
broadleafpartners.com
Employees:
10
Doug Mackay, Cfa Work Experience Details
  • Broadleaf Partners, Llc
    Chief Executive Officer And Chief Investment Officer
    Broadleaf Partners, Llc May 2005 - Present
    Hudson, Ohio
    We are growth focused money manager with a primary emphasis on managing equity portfolios for high net worth individuals and institutions. Our primary objective is exceeding the returns of the S&P 500 over a full market cycle on a net of fees basis, an objective that we have met since inception.
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  • Oak Associates Funds
    Portfolio Manager & Director Of Research
    Oak Associates Funds 1991 - 2005
    Manager of $2.0 billion technology fund and research team of six professionals. Active in marketing and client service efforts supporting client base of $32 billion in AUM. Launched family of six, successful no load mutual funds.
    View
  • Pnc Financial
    Banking
    Pnc Financial 1990 - 1991
    Corporate banking trainee, credit department.

Doug Mackay, Cfa Skills

Investments Portfolio Management Equities Asset Management Mutual Funds Finance Management Investment Management Alternative Investments Asset Allocation Financial Modeling Hedge Funds Institutional Investments Equity Research Investment Strategies High Net Worth Individuals Valuation Capital Markets Asset Managment Financial Analysis Private Equity Wealth Management Fixed Income Investment Advisory Financial Markets Bloomberg Endowments Bonds Financial Advisory Securities Financial Services Series 7 Investor Relations Fund Of Funds Equity Valuation Venture Capital Etfs Trading Growth Equity Portfolio Management Equity Investment Management Institutional Clients Foundations And Endowments

Doug Mackay, Cfa Education Details

Frequently Asked Questions about Doug Mackay, Cfa

What company does Doug Mackay, Cfa work for?

Doug Mackay, Cfa works for Broadleaf Partners, Llc

What is Doug Mackay, Cfa's role at the current company?

Doug Mackay, Cfa's current role is Owner, Broadleaf Partners, LLC.

What is Doug Mackay, Cfa's email address?

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What is Doug Mackay, Cfa's direct phone number?

Doug Mackay, Cfa's direct phone number is +133065*****

What schools did Doug Mackay, Cfa attend?

Doug Mackay, Cfa attended Case Western Reserve University - Weatherhead School Of Management, Miami University, Revere Highschool.

What are some of Doug Mackay, Cfa's interests?

Doug Mackay, Cfa has interest in Children, Environment, Poverty Alleviation, Biking, Science And Technology, Running, Disaster And Humanitarian Relief, Skiing And Writing, Health.

What skills is Doug Mackay, Cfa known for?

Doug Mackay, Cfa has skills like Investments, Portfolio Management, Equities, Asset Management, Mutual Funds, Finance, Management, Investment Management, Alternative Investments, Asset Allocation, Financial Modeling, Hedge Funds.

Who are Doug Mackay, Cfa's colleagues?

Doug Mackay, Cfa's colleagues are Kathleen Zullo, Bill Hoover, Alyce Hoffman.

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