INVESTMENT MANAGEMENT

Douglas S. MacKay, CFA

Doug is the founder, Chief Executive Officer, and Chief Investment Officer of Broadleaf Partners, LLC. He is responsible for setting the overall investment strategy at Broadleaf and is the primary portfolio manager of the Broadleaf Growth Equity Portfolio. Doug has over 30 years of investment experience. Prior to starting Broadleaf, Doug was instrumental in launching and managing a family of highly successful mutual funds.

He is a graduate of Miami University, magna cum laude, and holds an MBA from Case Western Reserve University. He is a trustee of Peg’s Foundation and is active in a number of church related ministries, including Boy Scout Troop 778 in Akron and Urban Vision. Doug loves anything to do with the great outdoors, particularly hiking and sporting clays, and has become a big fan of baseball and the Cleveland Guardians, having watched his boys play in their youth. Doug lives in Boston Heights with his wife Lisa. He has four adult children, Pete, who is an analyst at Broadleaf, Molly, a nurse living in Rocky River, Norman an engineering graduate from the University of Cincinnati, and Johnny, an upcoming junior at Auburn University.

William F. Hoover

Bill is the President and Chief Operating Officer of Broadleaf Partners, LLC.  He is responsible for the operation, marketing and development of the Firm’s Core Portfolio Services.  Prior to joining Broadleaf Partners in 2009, Bill spent 16 years with major Wall Street wirehouses as an investment consultant to corporations and high net worth individuals.

He is a graduate of The College of Wooster where he earned his degree in Business Economics and served as Captain of the men’s tennis team.  Bill is a graduate of Leadership Stark County and a Director of the Stark State College Foundation Board.  Previously, he served as President of the Revere Local Schools Board of Education and spent 27 years as a Trustee of the Canton Student Loan Foundation.  In 2010, Bill was recognized by the Greater Akron Chamber of Commerce as a “30 for the Future” Award recipient.  Bill enjoys traveling with family, golfing, tennis and fly fishing, and resides in Akron where he and his wife raised their five children.

Jared Hoffman, CFP®, CLU®

Jared is a Certified Financial Planner (CFP®) and is responsible for leading the financial planning division at Broadleaf Partners. In addition, he provides support in the operation, marketing and development of the Firm’s Core Portfolio Services.  Jared joined Broadleaf Partners in 2021, and has worked in the financial services industry since 2018.

He is a graduate of The Fisher College of Business at The Ohio State University with his B.S.B.A in Finance. He is also actively involved with the Akron Community Foundation, serving on both the Professional Advisor Council (PAC) and Young Professional Advisor Council (YPAC). Jared resides in Cuyahoga Falls with his fiancée, Jamie, and their two pets.

Pete MacKay, CFA, CPA

Pete is an Associate Portfolio Manager and also serves as Chief Compliance Officer at Broadleaf, with a strong background in the financial services industry. He joined the firm in 2021, bringing expertise from his tenure at Cohen & Company, where he specialized in audits of mutual funds, hedge funds, and other investment products. Pete has a proven track record of analyzing portfolio companies and identifying growth opportunities.

Pete graduated magna cum laude from The Ohio State University with a B.S. in Accounting and Finance. He is a CFA Charterholder, a Certified Public Accountant (CPA), and a member of CFA Society Cleveland. In addition to his professional accomplishments, Pete is an outdoor enthusiast who enjoys cycling, backpacking, and cheering on his favorite sports teams, the Cleveland Guardians and Cleveland Browns. He currently resides in Sagamore Hills.

CLIENT SERVICES & OPERATIONS

Megan Coulter

Megan is a Client Services Associate and Trader at Broadleaf Partners, LLC. Prior to joining the firm in 2021, she worked in the financial services industry, performing duties related to legal administration and client services. Megan is responsible for trading, client services and communications. She is a graduate of The Ohio State University where she earned her B.A. in Strategic Communications. Just prior to joining Broadleaf Partners, Megan returned to Ohio to be closer to her family and watch her little nieces and nephews grow up.

Alyce Hoffman

Alyce is the Director of Client Services at Broadleaf Partners, LLC.  She has worked in the financial industry since 1994 as an investor relations and client services manager.  She is responsible for client services and communications.  She is a graduate of The University of Akron where she earned a degree in Business Administration.  Alyce lives in Hudson with her husband Kevin, where they raised their two boys.

Lisa MacKay

Lisa is the Director of Finance at Broadleaf Partners, LLC.  She is responsible for accounting and payroll.  She is a graduate of Miami University where she earned a Marketing degree in Business Administration.  She is the wife of Doug MacKay. They reside in Boston Heights where they raised their four children.

Scout

Scout is the Office Greeter and Director of Morale at Broadleaf Partners, LLC.  Scout joined Broadleaf in 2023. She has no prior experience in the financial industry, but comes from a long line of outgoing, trustworthy, and eager-to-please family dogs. She is a graduate of Puppy Training, which she completed in just six weeks. Scout resides in Cuyahoga Falls with Jared and his fiancée, Jamie.

ADVISORY BOARD

Bill Babcox, President

Babcox Media

Tom Fischer, Owner

Fischer Consulting Partners

Denise Griggs, VP & CFO

Burton D. Morgan Foundation

Matt Hochstetler, Partner

David J. Simmons & Associates

Aaron Lepp, Partner

Stark & Knoll, LPA

Rob MacKay, President

Mostly Marketing, LLC

RJ Nemer, President

University of Akron

David Packo, MD FACEP, Co-Founder & President

Emergency Medicine Physicians

Frank Zammataro, Chairman

Greater Cleveland Christian Schools Foundation