Sheena Pauley, CFP®, CTFA

Senior Portfolio Manager, Managing Director

Cleveland, OH

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Designations

  • CERTIFIED FINANCIAL PLANNER® professional1
  • Certified Trust Financial Advisor

 

Work Experience

  • Joined MAI in 2022, bringing with her 25 years of experience in the financial services industry
  • Passionate about financial literacy and is an educator/advisor for MAI’s high net worth individuals and families
  • Prior to MAI, was a Senior Investment Advisor, Vice President with PNC Private Bank

 

Life Outside of MAI 

  • Alumnae Council and Head’s Council, Hathaway Brown School, Shaker Heights, Ohio

 

Education

  • Skidmore College, BA in Political Economy
  • Case Western Reserve University, MBA in Banking and Finance

 

1Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

We look forward to learning about your financial goals.

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