John Daniel Zaller

Employer firm

Mai Capital Management, LLC CRD 109807

$52.1B regulatory AUM 132 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → Present
  Mai Capital Management, Llc
  Cleveland, OH

Other Businesses

City Mission of Cleveland | Non-Investment Related | 5310 Carnegie Avenue, Cleveland, Ohio 44103 | Charity | Treasurer, November 2019 | 1-5 hours per month outside of trading hours | Oversee finances of the City Mission and maintenance of financial records; participate in meetings. City Mission Endowment Foundation | Investment Related | PO Box 1026, Twinsburg, Ohio 44087 | Charity | President, February 2021 | 1-5 hours per month during trading hours and 1-5 hours outside of trading hours | Provide oversight to investment portfolio of Endowment Foundation and attend meetings.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-01-19

Designations

• Chartered Financial Analyst