Skip to content
team M_team

Meet Our Team

Meet Our Team

Investment Management

Douglas S. MacKay
CFA

Founder, Chief Executive Officer, and Chief Investment Officer

Contact Doug

William F. Hoover

President

Contact Bill

Jared Hoffman
CFP®, CLU®

Financial Planner

Contact Jared

Pete MacKay
CFA, CPA

Associate Portfolio Manager

Contact Pete

Client Services & Operations

Megan Coulter

Client Services Associate, Trader

Contact Megan

Alyce Hoffman

Director of Client Services

Contact Alyce

Lisa MacKay

Director of Finance

Contact Lisa

Scout

Office Greeter and Director of Morale

Contact Scout

Advisory Board

News
 /  Testing

Bill Babcox, President

Babcox Media
News
 /  Testing

Tom Fischer, Owner

Fischer Consulting Partners
News
 /  Testing

Denise Griggs, VP & CFO

Burton D. Morgan Foundation
News
 /  Testing

Matt Hochstetler, Partner

David J. Simmons & Associates
News
 /  Testing

Aaron Lepp, Partner

Stark & Knoll, LPA
News
 /  Testing

Rob MacKay, President

Mostly Marketing, LLC
News
 /  Testing

RJ Nemer, President

University of Akron
News
 /  Testing

David Packo, MD FACEP, Co-Founder & President

Emergency Medicine Physicians
News
 /  Testing

Frank Zammataro, Chairman

Greater Cleveland Christian Schools Foundation