Doug MacKay

Chief Executive Officer at

Broadleaf Partners LLC

Finance

Consumer Services

Profile

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.

Doug MacKay active positions

Companies	Position	Start
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.	Chief Executive Officer	31/12/2004

All active positions of Doug MacKay

Former positions of Doug MacKay

Companies	Position	End
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	30/05/2005
THE PNC FINANCIAL SERVICES GROUP, INC.	Corporate Officer/Principal	31/12/2003

See the detail of Doug MacKay's experience

Training of Doug MacKay

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Doug MacKay's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	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