Robert J. Hoffman, CFA®

Senior Wealth Advisor, Managing Director

Columbus, OH

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Designations

  • Chartered Financial Analyst

 

Work Experience

  • Joined MAI in 2025, bringing decades of experience to the role
  • Served as Principal and Chief Investment Officer of Coons Advisors, directing the firm’s research and investment process
  • Serves as Chairman of the Investment Policy Committee, a portfolio manager, and provides asset-liability consulting services to community banks
  • Previously served as Senior VP and Director of Balance Sheet Management for Huntington National Bank

 

Life Outside of MAI

  • Resides in Columbus, Ohio with wife
  • Enjoys biking and running in free time

 

Education

  • Bachelor of Science from the University of Illinois

We look forward to learning about your financial goals.

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