Nick Srmag
Lid van de Investeringscommissie bij MAI Capital Management LLC
Profiel
Mr. Nick Srmag, CFA, is a Senior Portfolio Manager & Managing Director at MAI Capital Management LLC.
He is a Taxable Fixed Income Portfolio Manager at MAI.
He is a member of MAI's fixed income committee which is tasked with setting and implementing fixed income strategy in client portfolios.
Prior to MAI, Mr. Srmag served as PNC/National City Bank's Fixed Income Strategist for 9 years, and has a total of 15 years of investment experience.
He earned his BS in Business Administration with a concentration in Finance from John Carroll University.
He holds the Chartered Financial Analyst designation.
Actieve functies van Nick Srmag
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Lid van de Investeringscommissie | - |
Eerdere bekende functies van Nick Srmag
| Bedrijven | Functie | Einde |
|---|---|---|
National City Bank Asset Management
 National City Bank Asset Management Major BanksFinance A subsidiary of National City Corp. (NYSE: NCC), National City Bank Asset Management (NCB) manages private client assets. The bank is headquartered in Cleveland, Ohio with offices in Cincinnati, Dayton and Ohio. | Corporate Officer/Principal | - |
PNC Bank, NA (Investment Management)
 PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Corporate Officer/Principal | - |
Opleiding van Nick Srmag
| John Carroll University | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
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. | Finance |
PNC Bank, NA (Investment Management)
PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Finance |
National City Bank Asset Management
National City Bank Asset Management Major BanksFinance A subsidiary of National City Corp. (NYSE: NCC), National City Bank Asset Management (NCB) manages private client assets. The bank is headquartered in Cleveland, Ohio with offices in Cincinnati, Dayton and Ohio. | Finance |
