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Mai Managed Volatility Fund Institutional Class (MAIPX)

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15.03 +0.02    +0.13%
01/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  MAI
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 237.15M
MAI Managed Volatility Institutional 15.03 +0.02 +0.13%

MAIPX Overview

 
On this page you'll find an in-depth profile of Mai Managed Volatility Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of MAIPX among other information.
Category

Options Trading

Total Assets

237.15M

Expenses

0.99%

Inception Date

40444

Contact Information

Address 1360 E. Ninth Street, Suite 1100
Cleveland,OH 44114
United States
Phone 8666249584
Fax 2135889372

Top Executives

Name Title Since Until
Kurt D. Nye Managing Director 2013 Now
Biography Kurt D. Nye, CFA is a Managing Director of MAI Capital Management, LLC. Prior to joining the firm in 2011, Mr. Nye was an Investment Analyst with the Townsend Group where he provided portfolio modeling, investment due diligence, and analytical support to clients since 2010. Previously, Mr. Nye was a Senior Financial Analyst at Capital One where he focused on forecasting and analysis since 2008.
Richard J. Buoncore Managing Director 2010 Now
Biography Richard J. Buoncore is Managing Partner of MAI Capital Management, LLC. Prior to the formation of the firm in 2007, Mr. Buoncore was Managing Partner of BC Investment Partners LLC since 2005. Prior to that, Mr. Buoncore was CEO of Victory Capital Management, a multibillion dollar asset management and mutual fund complex.
Seth E. Shalov Managing Director 2010 2023
Biography Seth E. Shalov is a Managing Director of MAI Capital Management, LLC. Prior to the formation of the firm in 2007, Mr. Shalov was a portfolio manager at BC Investment Partners LLC since 2006 and Director of Proprietary Investments and Trading for a prominent New York family office since 2003. Mr. Shalov managed the Highmark Emerging Growth Fund (U.S. Small-cap) for nine years (1990-1998).
David A. Kolpak Director 2014 2015
Biography "David A. Kolpak, CFA is a Director at MAI. Prior to joining MAI in 2014, Mr. Kolpak spent 22 years as an Equity Research Analyst with Victory Capital Management and Principal Global Investors. His responsibilities at Victory included generating buy/sell ideas for portfolio management and providing research coverage of the food, beverage, tobacco, household product, restaurant, gaming, lodging and healthcare industries. Mr. Kolpak holds the Chartered Financial Analyst® designation."
Jason E. Putman Managing Director 2013 2015
Biography Jason joined MAI in 2012 and is a Portfolio Manager and Research Analyst within MAI's Investment Group. Prior to MAI, Jason was with Victory Capital Management from 2004 to 2012 where he served as a Portfolio Manager on the Large-Cap Value team and an Energy and Technology Sector Analyst on the Equity Research team. Jason earned his BA from Michigan State University and holds the Chartered Financial Analyst® designation. He is also a member of the CFA Society of Cleveland.
Arthur G. Merriman Director 2010 2014
Biography Arthur G. Merriman III, CFA, is a Director and Portfolio Manager of the Adviser . Prior to joining the Adviser in 2008, Mr. Merriman was a Senior Vice President at Stifel Nicolaus since 1998.
Walter J. Henry Managing Director, Portfolio Manager 2010 2014
Biography Henry is a managing director and portfolio manager with Victory Capital Management and has been with Victory Capital management or an affiliate since 1996.
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