Prior to helping start MDK, Paul was a Partner and Managing Director at Cresset Asset Management, a SEC Registered Investment Advisor. Paul has spent his career in Seattle and has developed business and personal relationships throughout the country.Paul was an Executive Director at J.P. Morgan Private Bank working with High Net Worth families, Family Offices and Endowments & Foundations. Previously, he worked in the Private Wealth division of Goldman Sachs.Prior to Goldman, he was with institutional money managers John A. Levin & Co., Sirach Capital Management, and Washington Capital Management where he worked with Public and Private pension plans, Endowments & Foundations, and with High Net Worth individuals.Paul received his BA in Business Administration at the University of Washington. He serves on the Advisory Board for the University of Washington Men’s Golf Team and is a Director for the Western Golf Association’s Evans Scholar Foundation.
Jaimi is a founding Partner at MDK with her partners, Paul Meyer and Chris Kalafatis. As an investment advisor, Jaimi works closely with clients to develop an in-depth understanding of their individual and family wealth management needs and preferences; providing tailored solutions for investment management, wealth transition, trust, credit and tax strategies. She advises clients on optimizing their asset allocation and identifying investment opportunities that allow them to reach their family’s financial goals. Jaimi advises a broad range of clients including: multi-generational families, private business owners and entrepreneurs, public company executives, and private and public foundations.
Prior to founding MDK, Jaimi was an Investor with the J.P. Morgan Private Bank in Seattle where she advised clients on strategic asset allocation decisions as well as specific investment opportunities across public and private markets. She also had a focus on helping public company executives with their complex investment planning needs. Before joining J.P. Morgan in 2009, Jaimi worked with Charles Schwab Institutional, where she advised ultra high-net-worth family offices and advisors for the west region. Most recently, she oversaw the alternative investments desk for the trust company and worked with foundations and large plan retirement plans on their alternative and non-standard investments.
Jaimi received a B.S. in finance and global business from The W.P. Carey School of Business at Arizona State University. She recently served as board Vice President for Art with Heart, a local non-profit focusing on the power of art to help kids who have experienced trauma and adversity. She also enjoys cooking and traveling and spending time with her family and two dogs.
Chris grew up in the Shaker Heights suburb of Cleveland, Ohio. He graduated from Miami University located in Oxford, Ohio studying business and sociology. While attending Miami, Chris was a four year Letterman and three years starting Center for the University’s Division I football team.
Shortly after graduation Chris volunteered for the United States Marine Corps Officer Candidate School program and was sworn in as a Marine Corps Infantry Officer in December of 2000. Chris served nearly 10 years in the Marine Corps, along with his wife, Kathleen Carroll, who is also a Marine. During this period he held multiple leadership positions during four operational deployments to include Platoon Commander, Company Executive Officer, and Company Commander in both Marine Corps Infantry and Reconnaissance units. While on active duty, Chris also completed his Master’s in Business Administration from Regis University in Denver Colorado, graduating with honors.
Upon completion of his active duty, Chris was selected into Johnson & Johnson’s Junior Military Officer Program, taking charge in 2010 of a J&J operating division territory in Seattle, Washington. A few years later Chris’ passion for developing and nurturing strong relationships with his clients led him to an opportunity to become an Ultra High Net-worth Banker with the J. P. Morgan Private Bank in Seattle in 2012. After developing a robust business at J. P. Morgan and establishing the office’s Healthcare and Lifescience business practice, Chris founded MDK along with his business partners Jaimi Dennehy and Paul Meyer.
Chris, Jaimi, and Paul serve high net-worth and wealthy families and individuals, as well as Family Offices, providing holistic financial services and advice. Chris’s focus is dedicated to helping entrepreneurs manage successful outcomes and guiding families through multi-generational wealth transfer.
Chris resides with his wife Kathleen Carroll in the Queen Anne neighborhood of Seattle, with their three children Sofia, Gus, and Hank, and their two English bulldogs Patsy and Jackie.