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John Palguta

Managing Director, Client Advisory & Wealth Planning at MAI Capital Management LLC
Overview
Relationships
In The News
Paths
Education
Career History
Awards & Honors

John Palguta

Managing Director, Client Advisory & Wealth Planning at MAI Capital Management LLC

Overview

Awards
2
Number of Relationships
This person is connected to 73 people.

Relationships See Details


Managing Director, Client Advisory & Wealth Planning at MAI Capital Management LLC

Director, Investment Management at MAI Capital Management LLC

Director, Investment Management at MAI Capital Management LLC

Director, Investment Management at MAI Capital Management LLC

Managing Partner at MAI Capital Management LLC

Chief Financial Officer at MAI Capital Management LLC

Chief Investment Officer at MAI Capital Management LLC

Chief Operating Officer at MAI Capital Management LLC

Chief Compliance Officer at MAI Capital Management LLC

Managing Director, Investment Management at MAI Capital Management LLC
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In The News See more

Time Magazine
August 8, 2017
Washington Post Blogs
February 15, 2017
Washington Post Blogs
December 13, 2016
Washington Post Blogs
November 29, 2016
Washington Post Blogs
November 14, 2016
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Paths to John Palguta

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Educational Background

Bachelor's Degree in Business Administration with a Concentration in Accounting 
Class of 1983 
John Carroll is a private, coeducational, Jesuit Catholic university providing programs of study in the liberal arts, sciences, and business at the undergraduate level and in selected areas at the master’s level. Academically, the University consists of the College of Arts and Sciences and the John M. and Mary Jo Boler School of Business, which both include graduate programs. John Carroll operates on a semester calendar, with two 15-week semesters and three summer sessions.

Career History

Managing Director, Client Advisory & Wealth Planning
1984 - Current
MAI Capital Management has investment expertise in individual stocks (large/mid-cap), outside managers (mid-cap, small-cap and international), bonds (government, agency, corporate and municipals) and alternative asset classes. The firm offers asset allocation strategies including alternative asset classes, external manager selection, disciplined growth strategies, dividend strategies, ETF strategies, fixed-income management, portfolio performance reporting, portfolio structure & diversification strategies. 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 MAI believes they are appropriate. Option strategies may include covered options, uncovered options, or option spreads, based on the needs of the particular account. With few exceptions, these strategies are defensive in nature and do not involve leverage. MAI invests client assets using one or a combination of the following investment strategies Dividend Strategy, Dividend Plus+ (Dividend Strategy with Options Overlay), Diversified Core Strategy, Diversified Dividend Strategy, Core Strategy, ETF Strategy and MLP Strategy.MAI serves as the investment manager of the following investment funds: MAI Multi Cap Opportunity Fund LLC, MAI Large Cap Core Fund LLC, MAI Wealth Private Equity Fund LP, MAI Wealth Dividend Strategy Plus+ Fund LP, MAI Strategic Equity Allocation Master Fund LP, and MAI Opportunity Fund LP. The firm also serves as the investment advisor to the Dividend Plus+ Income Fund (MAIPX/DIVPX), an open end mutual fund that is part of the Forum Family of Funds.

Awards & Honors

Professional Certification
CPA (Certified Public Accountant)
Professional Certification
CFP (Certified Financial Planner)

Other Affiliations

John Palguta is affiliated with MAI Capital Management LLC.

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