Broadleaf Partners Employee Directory

Q: Who are Broadleaf Partners key employees?

Some of Broadleaf Partners key employees are Jared Hoffman , Lisa MacKay , Kathleen Zullo , Alyce Hoffman , Megan Coulter

Broadleaf Partners corporate office is located in 9 Aurora St Ste 5, Hudson, Ohio, 44236, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Sales

Finance

Operations

Key Employees of Broadleaf Partners

JH
Jared Hoffman
Director, Financial Planning
PhoneEmail
LM
Lisa MacKay
Director, Finance
PhoneEmail
KZ
Kathleen Zullo
Director, Operations
PhoneEmail
AH
Alyce Hoffman
Director, Client Services
PhoneEmail
MC
Megan Coulter
Director, Client Services & Trader
PhoneEmail
PhoneEmail

Broadleaf Partners Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Broadleaf Partners

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Contact Name

Contact Info

Job Title

HQ Location

AH
Alyce Hoffman
Email Direct
Director, Client Services
United States , Ohio , Hudson

PM
Peter MacKay
Email Direct
Associate Portfolio Manager
United States , Ohio , Hudson

JH
Jared Hoffman
Email Direct
Director, Financial Planning
United States , Ohio , Hudson

LM
Lisa MacKay
Email Direct
Director, Finance
United States , Ohio , Hudson

MC
Megan Coulter
Email Direct
Director, Client Services & Trader
United States , Ohio , Hudson

KZ
Kathleen Zullo
Email Direct
Director, Operations
United States , Ohio , Hudson

Former Employees at Broadleaf Partners

Explore people who held key positions, contributed to Broadleaf Partners's success, and advanced their careers.

KZ
Kevin Zullo
Vice President Financi... at JPMorgan Chase
Worked as Equity Research Analyst & Intern
at Broadleaf Partners (2016-2017)
Email Direct

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Frequently Asked Questions Regarding Broadleaf Partners Employees

How many employees does Broadleaf Partners have?

Broadleaf Partners has 1-10 employees

Who are Broadleaf Partners key employees?

Some of Broadleaf Partners key employees are Jared Hoffman, Lisa MacKay, Kathleen Zullo, Alyce Hoffman, Megan Coulter

Where is Broadleaf Partners located?

Broadleaf Partners’s headquarters are located at 9 Aurora St Ste 5, Hudson, Ohio, 44236, United States

How do I contact Broadleaf Partners?

Broadleaf Partners Contact Info: Phone number: (330) 650-0921 Website: www.broadleafpartners.com

What does Broadleaf Partners do?

Broadleaf Partners is an independently owned Registered Investment Advisor (RIA) based in Hudson, Ohio, specializing in wealth management, institutional investment management, and financial planning services. The firm serves a diverse clientele, including business owners, families, institutional investors, those nearing retirement, private investor... Read More

Is Broadleaf Partners a public company?

Broadleaf Partners is private company therefore does not currently have an official ticker symbol

See more information about Broadleaf Partners Employees