INVESTMENT MANAGEMENT

Douglas S. MacKay, CFA

Doug is the founder, Chief Executive Officer, and Chief Investment Officer of Broadleaf Partners, LLC. He is responsible for setting the overall investment strategy at Broadleaf and is the primary portfolio manager of the Broadleaf Growth Equity Portfolio.  Doug has nearly 30 years of investment experience.  Prior to starting Broadleaf, Doug was instrumental in launching and managing a family of highly successful mutual funds.

He is a graduate of Miami University, magna cum laude, and holds an MBA from Case Western Reserve University.  He currently serves on the University of Akron’s Business School Advisory Board and is active in a number of church related ministries, including Boy Scout Troop 778 of inner city Akron and South Street Ministries.  Doug loves anything to do with the great outdoors, particularly backpacking and sporting clays, and has grown fond of watching his boys play baseball over the years. Doug lives in Boston Heights with his wife where they raised their four children.

William F. Hoover

Bill is the President and Chief Operating Officer of Broadleaf Partners, LLC.  He is responsible for the operation, marketing and development of the Firm’s Core Portfolio Services.  Prior to joining Broadleaf Partners in 2009, Bill spent 16 years with major Wall Street wirehouses as an investment consultant to corporations and high net worth individuals.

He is a graduate of The College of Wooster where he earned his degree in Business Economics and served as Captain of the men’s tennis team.  Bill is a graduate of Leadership Stark County, Trustee of the Canton Student Loan Foundation, serves on the President’s Advisory Council of Stark State College Akron and has served as President of the Revere Local Schools Board of Education.  In 2010, Bill was recognized by the Greater Akron Chamber of Commerce as a “30 for the Future” Award recipient.  Bill enjoys traveling with family, golfing, tennis and fly fishing, and resides in Akron where he and his wife raised their five children.

Jared Hoffman

Jared joined Broadleaf Partners in June of 2021 as an Investment Advisor. He is responsible for providing support in the operation, marketing and development of the Firm’s Core Portfolio Services. He has worked in the financial services industry since 2018, when he graduated from The Fisher College of Business at The Ohio State University with his B.S.B.A in Finance. Jared currently lives in downtown Cleveland where he enjoys the sports teams and various amenities the city has to offer.

Pete MacKay, CPA

Pete joined Broadleaf Partners in June of 2021, and is responsible for analyzing portfolio companies and researching prospects for the Broadleaf Growth Equity Portfolio. He also assists the firm’s compliance and operations functions. Previously, Pete worked for Cohen & Company, where he specialized in the audits of mutual funds, hedge funds, and other investment products. Pete graduated magna cum laude from The Ohio State University with a B.S. in Accounting and Finance and is an active Certified Public Accountant. Pete currently lives in downtown Cleveland. In his free time, Pete enjoys cycling, backpacking, and cheering on the Browns, Indians, Cavs, and Buckeyes.

CLIENT SERVICES & OPERATIONS

Megan Coulter

Megan is a Client Services Associate and Trader at Broadleaf Partners, LLC. Prior to joining the firm in 2021, she worked in the financial services industry, performing duties related to legal administration and client services. Megan is responsible for trading, client services and communications. She is a graduate of The Ohio State University where she earned her B.A. in Strategic Communications. Just prior to joining Broadleaf Partners, Megan returned to Ohio to be closer to her family and watch her little nieces and nephews grow up.

Alyce Hoffman

Alyce is the Director of Client Services at Broadleaf Partners, LLC.  She has worked in the financial industry since 1994 as an investor relations and client services manager.  She is responsible for client services and communications.  She is a graduate of The University of Akron where she earned a degree in Business Administration.  Alyce lives in Hudson with her husband Kevin, where they raised their two boys.

Lisa MacKay

Lisa is the Director of Finance at Broadleaf Partners, LLC.  She is responsible for accounting and payroll.  She is a graduate of Miami University where she earned a Marketing degree in Business Administration.  She is the wife of Doug MacKay. They reside in Boston Heights where they raised their four children.

Kathleen Zullo

Kathleen is the Director of  Operations at Broadleaf Partners, LLC.  Prior to joining Broadleaf in 2009, she had over 10 years experience in banking and IT supporting financial services.  She is responsible for operations and compliance support.  She is a graduate of Saint Mary’s College where she earned a degree in Business Administration and Computer Science.  Kathleen lives in Hudson with her husband Art, where they raised their two children.

ADVISORY BOARD

Bill Babcox, President

Babcox Media

Denise Griggs, VP & CFO

Burton D. Morgan Foundation

Tom Fischer, Vice Chairman

States Title

Matt Hochstetler, Partner

David J. Simmons & Associates

Aaron Lepp, Partner

Stark & Knoll, LPA

Rob MacKay, President

Mostly Marketing, LLC

David Packo, MD FACEP, Co-Founder & President

Emergency Medicine Physicians

Roger Read, CEO – Retired

Harwick Chemical Corp.

Frank Zammataro, Chairman

Greater Cleveland Christian Schools Foundation