Doug MacKay, CFA in

Doug MacKay, CFA

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Chief Executive Officer and Chief Investment Officer at Broadleaf Partners, LLC
📍 Peninsula, Ohio, United States

Doug MacKay is the CEO and Chief Investment Officer of Broadleaf Partners, the asset management firm he founded. A CFA charterholder with an MBA from Case Western Reserve, he previously managed a $2 billion technology fund at Oak Associates. People who have worked with him describe him as a leader of integrity, intelligence, and passion.

Outside of his professional roles, Dougs university experience at Miami University included being a member of the Phi Kappa Psi fraternity and serving as a Marcum Representative. His interests include following major technology and financial services companies.

Unique fact: Early in his career, Doug successfully launched a family of six no-load mutual funds.

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Experience
36 Years
Current Role
Chief Executive Officer and Chief Investment Officer
Job Level
Leadership
Location
Peninsula, Ohio, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Doug cares about

Growth Investing
His firm, Broadleaf Partners, employs a concentrated growth style of investing, focusing on innovative ideas and long-term trends to achieve superior returns.
Technology Sector
He has deep expertise in technology, having previously managed a $2.0 billion technology fund at his former firm, Oak Associates.
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Career

Work history

5-2005
Chief Executive Officer and Chief Investment Officer
Broadleaf Partners, LLC
1991 - 2005
Portfolio Manager & Director of Research
Oak Associates Funds
1990 - 1991
Banking
PNC Financial
In the press

Media appearances

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Education
1992 - 1994
MBA
Weatherhead School of Management at Case Western Reserve University
1986 - 1990
B.S.
Miami University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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