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Perfil
Mr. Douglas S.
MacKay, CFA MBA, is a Founder, Chief Executive Officer & Chief Investment Officer at Broadleaf Partners LLC.
He is a registered investment advisor serving high net worth individuals, foundations and institutions.
He has been the Chief Investment Officer of the firm and Portfolio Manager of the Broadleaf Growth Equity Portfolio since its inception in August 2005.
Prior to launching Broadleaf, Mr. MacKay spent over fifteen years with one of Ohio’s largest, independently owned investment advisory firms.
While there, he developed and managed a research team consisting of six equity analysts and four portfolio managers and was also personally responsible for managing portfolios valued at more than $2.5 billion.
He also launched a successful family of no load mutual funds and was a key player in the firm’s overall growth, helping to attract more than $30 billion in assets under management from individuals and institutions around the country.
He is a past president of the Greater East Ohio Alzheimer’s Association and a current member of Miami University’s Farmer School of Business Advisory Board.
Mr. MacKay received his undergraduate degree from Miami University and an MBA from Case Western Reserve University.
Cargos activos de Doug MacKay
| Empresas | Cargo | Inicio |
|---|---|---|
Broadleaf Partners LLC
 Broadleaf Partners LLC Investment ManagersFinance Broadleaf Partners employs a concentrated, all-cap growth investment approach. Portfolios typically hold approximately 30 equity positions from a cross section of industries. Sector exposures typically reflect the results of Broadleaf Partners' bottom-up stock selection process, which is influenced by their assessment of the economy and other long-term trends. The Broadleaf Growth Equity Portfolio invests in a portfolio of the firm's 30 best growth equity ideas. Their research combines both qualitative and quantitative disciplines. The portfolio is suitable for clients seeking a growth equity investment manager. The Broadleaf Asset Allocation Strategy is a customized investment strategy designed to meet a client's specific risk profile. The portfolio utilizes several different asset classes and investment vehicles including Broadleaf's Growth Equity Portfolio, as well as fixed-income securities and international and value-oriented no-load mutual and ETFs. The portfolio is suitable for that seek to have Broadleaf Partners manage their entire asset portfolio. | Director Ejecutivo | 01/01/2005 |
Antiguos cargos conocidos de Doug MacKay.
| Empresas | Cargo | Fin |
|---|---|---|
Oak Associates Ltd.
 Oak Associates Ltd. Investment ManagersFinance Oak Associates is a US equity investment advisor that specializes in concentrated, low-turnover, long-term investing. The firm employs a fundamental belief in concentrated, low turnover portfolios. | Analyst-Equity | 31/05/2005 |
| THE PNC FINANCIAL SERVICES GROUP, INC. | Corporate Officer/Principal | 01/01/2004 |
Formación de Doug MacKay.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
63
Relaciones de 1er grado
5
Empresas vinculadas al 1er grado
Hombre
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Ejecutivos
Empresas relacionadas
| Empresas privadas | 5 |
|---|---|
The PNC Financial Services Group, Inc.
 The PNC Financial Services Group, Inc. Major BanksFinance Operates as a financial holding company whose subsidiary provides banking and asset management services | Finance |
Oak Associates Ltd.
Oak Associates Ltd. Investment ManagersFinance Oak Associates is a US equity investment advisor that specializes in concentrated, low-turnover, long-term investing. The firm employs a fundamental belief in concentrated, low turnover portfolios. | Finance |
Case Western Reserve University
 Case Western Reserve University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Miami University
 Miami University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Broadleaf Partners LLC
Broadleaf Partners LLC Investment ManagersFinance Broadleaf Partners employs a concentrated, all-cap growth investment approach. Portfolios typically hold approximately 30 equity positions from a cross section of industries. Sector exposures typically reflect the results of Broadleaf Partners' bottom-up stock selection process, which is influenced by their assessment of the economy and other long-term trends. The Broadleaf Growth Equity Portfolio invests in a portfolio of the firm's 30 best growth equity ideas. Their research combines both qualitative and quantitative disciplines. The portfolio is suitable for clients seeking a growth equity investment manager. The Broadleaf Asset Allocation Strategy is a customized investment strategy designed to meet a client's specific risk profile. The portfolio utilizes several different asset classes and investment vehicles including Broadleaf's Growth Equity Portfolio, as well as fixed-income securities and international and value-oriented no-load mutual and ETFs. The portfolio is suitable for that seek to have Broadleaf Partners manage their entire asset portfolio. | Finance |
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