e: andrew.zalic@raymondjames.com

Andrew brings more than a decade of institutional investment management experience to Carver Financial Services. A graduate of The Ohio State University, he began his career with MAI Capital Management in 2014, where he developed deep expertise in investment research across equity, fixed income, and alternative asset classes. Most recently, as a Portfolio Manager, he built customized portfolios for professional athletes, ultra-high-net-worth families, executives, and entrepreneurs. Earlier in his career, he managed several of MAI’s proprietary equity strategies, conducting fundamental research on individual companies across every major market sector.

Andrew holds the prestigious Chartered Financial Analyst® (CFA®) designation and is an active member of the CFA Society Cleveland, credentials that reflect his dedication to the highest standards of investment analysis, ethics, and professional excellence.

Outside the office, Andrew enjoys spending time with his wife, Marissa, and their English Bulldog, Gilligan. The couple enjoys exploring Ohio’s Metroparks and traveling abroad together. Andrew is also known for making a weekly homemade pizza for his family using dough he prepares from scratch and sauce made from tomatoes grown in his own garden.