Kim A. Novak

Nessuna posizione attualmente

Finance

Consumer Services

Profilo

Ms. Kim A.
Novak is a Director at MAI Wealth Advisors LLC since 1997.
She oversees regulatory and client reporting and investment operations.
She also serves on the firm's Information Technology Committee.
Prior to joining MAI in 1997, Ms. Novak was a Vice President at National City Bank.
She served as a portfolio manager and head of the Personal Services Group that provided full trust services to small and medium sized trusts, agency accounts and IRA's.
Ms. Novak earned her BA from Baldwin Wallace College and is a member of NS.

Precedenti posizioni note di Kim A. Novak

Società	Posizione	Fine
National City Bank (Cleveland, Ohio) National City Bank (Cleveland, Ohio) Major BanksFinance National City Bank provides banking and financial services. It offers investment banking, brokerage, mutual funds, insurance, and traditional banking services to individuals and businesses. The company was founded in 1845 and is headquartered in Cleveland, OH.	Corporate Officer/Principal	-
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.	Gestore di Portafoglio-Azioni	-

Vedi nel dettaglio l'esperienza di Kim A. Novak

Formazione di Kim A. Novak

Baldwin-Wallace College

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private