Aaron J Ziska

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

• 01/2015 → 11/2020
  Greenway Family Office, Llc
  Clayton, MO
• 06/2014 → 11/2020
  Greenway Family Office
  St. Louis, MO
• 11/2020 → Present
  Mai Capital Management
  Cleveland, OH

Previous Registrations

• 2015-01-16 → 2020-12-23
  Greenway Family Office, Llc
  St Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-01-13

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Aaron Ziska