Walt J. Henry

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Consumer Services

Profile

Mr. Walt J.
Henry is a Director & Portfolio Manager at MAI Wealth Advisors LLC.
He joined MAI Wealth Advisors in 2008 from Winslow Asset Management, Inc. He joined Winslow in 2006.
Prior to that, he was associated with Victory Capital Management, a subsidiary of KeyCorp, as the Chief Investment Officer from 1996 to 2005.
Before joining Victory, he was an Equity Research Analyst at Tucker Anthony Inc., a subsidiary of John Hancock Financial Services, Inc., and National City Corporation.
He started his career at Federated Investors, Inc. where he was in product development.
Mr. Henry earned a BA in Economics from Washington & Jefferson College and an MBA in Finance from the University of Pittsburgh.

Former positions of Walt J. Henry

Companies	Position	End
Winslow Asset Management, Inc. Winslow Asset Management, Inc. Investment ManagersFinance Winslow is a long-only equity and fixed income manager that utilizes qualitative, quantitative and technical analysis in evaluating securities. The firm purchases small, mid and large-cap stocks, as well as corporate, municipal and government bonds. Companies are sold when the position size becomes too large, financial metrics are no longer attractive, price targets have been met, business fundamentals have changed or a better investment idea is identified. In addition, their stocks have been taken over by larger companies or Private Equity firms.	Director of Research - Equity	30/12/2007
Victory Capital Management, Inc. (Investment Management) Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital-IM is a diversified global investment management firm offering a wide array of independent investment approaches and innovative solutions designed to drive better investment outcomes.	Chief Investment Officer	30/12/2005
Tucker Anthony Sutro Tucker Anthony Sutro Investment Banks/BrokersFinance Provides retail brokerage and investment banking services	Analyst-Equity	30/12/1995
FEDERATED HERMES, INC.	Corporate Officer/Principal	-
MAI Capital Management LLC MAI Capital Management LLC Investment ManagersFinance MAI seeks real capital growth proportionate to the level of risk the client is willing to take. The firm uses an investor identification and profile questionnaire to document the client’s investment objectives, time horizon, risk tolerance, tax considerations, and any special considerations and/or restrictions the client chooses to place on the management of the account. They select suitable categories of investments based on the clients' attitudes about risk and their need for capital appreciation or income. MAI primarily seeks to hold securities for the longer term, especially in taxable accounts. The firm uses short-term trades and options less frequently and only when, in their judgment, they are appropriate for a particular account or given market condition.	Portfolio Manager-Equities	-

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Linked companies

Private companies	7
Federated Hermes, Inc. Federated Hermes, Inc. Investment ManagersFinance Provides investment advice	Finance
Tucker Anthony Sutro Tucker Anthony Sutro Investment Banks/BrokersFinance Provides retail brokerage and investment banking services	Finance
Victory Capital Management, Inc. (Investment Management) Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital-IM is a diversified global investment management firm offering a wide array of independent investment approaches and innovative solutions designed to drive better investment outcomes.	Finance
University of Pittsburgh University of Pittsburgh Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Winslow Asset Management, Inc. Winslow Asset Management, Inc. Investment ManagersFinance Winslow is a long-only equity and fixed income manager that utilizes qualitative, quantitative and technical analysis in evaluating securities. The firm purchases small, mid and large-cap stocks, as well as corporate, municipal and government bonds. Companies are sold when the position size becomes too large, financial metrics are no longer attractive, price targets have been met, business fundamentals have changed or a better investment idea is identified. In addition, their stocks have been taken over by larger companies or Private Equity firms.	Finance
Washington & Jefferson College Washington & Jefferson College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
MAI Capital Management LLC MAI Capital Management LLC Investment ManagersFinance MAI seeks real capital growth proportionate to the level of risk the client is willing to take. The firm uses an investor identification and profile questionnaire to document the client’s investment objectives, time horizon, risk tolerance, tax considerations, and any special considerations and/or restrictions the client chooses to place on the management of the account. They select suitable categories of investments based on the clients' attitudes about risk and their need for capital appreciation or income. MAI primarily seeks to hold securities for the longer term, especially in taxable accounts. The firm uses short-term trades and options less frequently and only when, in their judgment, they are appropriate for a particular account or given market condition.	Finance