Mackenzie Pulte

Junior Portfolio Manager

Mackenzie has been with the Formidable team since early 2024, contributing her skills and passion to the research team before coming on full time as a Junior Portfolio Manager. A Cincinnati native and alumna of Saint Ursula Academy, she went on to earn both her Master of Science in Finance as well as her undergraduate degree in Finance and Business Analytics from the University of Cincinnati’s Carl H. Lindner College of Business.

Mackenzie is deeply committed to building relationships and making a positive impact, which fuels her pursuit of a career in wealth management. She thrives on helping others achieve their financial goals and takes pride in her ability to connect with people on a personal level.

Outside of work, Mackenzie enjoys spending quality time with her family and friends, staying active, and exploring all the amazing things Cincinnati has to offer. She especially loves taking long walks through Hyde Park with her black lab, Sloopy.

READY TO TALK?

Let us know how we can help and a member of our team will help get you started.

  • This field is for validation purposes and should be left unchanged.