Energy Infrastructure & MLP Strategy Team


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John Zaller, CFA

Chief Investment Officer

John is the Chief Investment Officer at MAI.  He is responsible for coordinating the firm's overall investment strategy and overseeing its implementation in MAI's high net worth client portfolios.  John joined MAI's investment team in 2007 after graduating from the University of Dayton with a BS in Finance and Business Economics.  He holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Cleveland.  John also serves on the Investment Committee of his alma mater NDCL, is on the Board of Directors for The City Mission, and is an active member of Parkside Church in Chagrin Falls, Ohio.


Gerald Gray

Jerry Gray, CFA

Managing Director

Jerry is a Managing Director and Portfolio Manager at MAI with over 35 years of investment management experience.  Jerry served as MAI's Chief Investment Officer from 1999-2014 and as Co-CIO with John Zaller in 2015.  Jerry coordinates and develops platforms from which MAI can serve its high net worth clients by constructing portfolios comprised of experienced subadvisors and individual securities tailored to their financial tax situation.  Jerry's previous work experience includes serving as Vice President, Senior Trust Officer and Investment Analyst for National City Bank.  Jerry earned his BS from the State University of New York at Albany and his MBA from Georgia State University.  Jerry also holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Cleveland. 


Jason Putman, CFA

Managing Director

Jason is a Managing Director and Portfolio Manager in MAI's investment department.  He joined MAI in 2012 and is primarily responsible for management of the firm's MLP Strategy.  Prior to MAI Jason worked for Victory Capital Management where he was a Portfolio Manger on the Large Cap Value team and an Energy and Technology Sector Analyst on the Equity Research team.  Jason earned his BA from Michigan State University.  He also holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Cleveland. 


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