Douglas Scott MacKay, CFA, founded Broadleaf Partners in 2005 and serves as CEO, Chief Investment Officer, and Managing Member. He has been registered as an investment adviser representative since November 2005 and holds the Chartered Financial Analyst designation, having passed the Series 65 examination in 1991. Prior to founding Broadleaf, MacKay was registered with Oak Associates Ltd. in Akron, Ohio from April 1996 to October 2005, providing him with extensive investment management experience before launching his independent firm. Under his leadership, Broadleaf has grown from $14.4 million in assets in 2006 to over $568 million as of Q3 2025, demonstrating consistent business development and client retention. MacKay regularly appears as a thought leader on CNBC programs including Power Lunch and Squawk on the Street, sharing market insights and investment perspectives. His investment approach has earned significant industry recognition, including being named Large-Cap Growth Manager of the Decade by PSN Top Guns for the ten years ending December 31, 2023. The firm maintains a clean regulatory record with no disciplinary events throughout MacKay's tenure as principal. He also serves on investment committees for Peg's Foundation since 2021 and Miami University Foundation since 2025, demonstrating broader fiduciary experience. MacKay's leadership has established Broadleaf as a respected boutique investment firm serving high net worth individuals, families, and institutional clients.

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Broadleaf Partners employs a concentrated growth investing strategy centered on their proprietary three-cycle framework encompassing innovation, economic, and credit cycles. The firm focuses on identifying sustainable long-term growth opportunities through integrated macroeconomic analysis and fundamental company research. Their investment approach emphasizes companies with strong free cash flow generation, sustainable competitive advantages, and exposure to secular growth trends. The concentrated portfolio of 25-35 large-cap equity positions is designed to outperform the S&P 500 over three-to-five-year periods or complete market cycles. The firm's boutique structure enables nimble portfolio management while avoiding group-think tendencies of larger institutions. Their investment methodology integrates fundamental, technical, cyclical, quantitative, and qualitative analysis to identify companies positioned to benefit from the three cycles of value creation. The long-term investment horizon aligns with client objectives while maintaining focus on intrinsic value and profitability metrics. Risk management is incorporated through diversification across the concentrated holdings and careful attention to portfolio characteristics including P/E ratios, free cash flow yields, and return on equity metrics. The firm's nearly two-decade track record demonstrates the effectiveness of their disciplined investment process and commitment to sustained outperformance.

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