Integrated Wealth Management, Family Office Services, Investment Management, Open Architecture, RIA, Retirement Planning, Estate Planning, Tax Planning and more

Consulting

MAI Capital Management

MAI Capital Management's headquarters in Cleveland, OH, United States

Rick Buoncore

Christopher Biff Baker

Kevin Liu

Stephen Polan

Shirley Titchenell

Bruce Wiener

Stuart Ashwood

Ally Werden

Ari Wiener

Justin Slaby

Robert Dzurilla

Jason Hamilton

Alexandra Swanson

Mark Haley

Lindsay P. Sawicki

Keola Elobt

Chris Buoncore

Tom Fitzgerald

Brett Pitstick

The Wealth Management Advisors team at MAI Capital Management specializes in providing tailored financial strategies and comprehensive wealth management services to high-net-worth individuals and families. This multifaceted team, comprising senior advisors and specialists, focuses on areas such as investment management, tax planning, estate planning, and retirement solutions, ensuring each client receives personalized guidance to achieve their financial goals and preserve their legacy.

Wealth Management Advisors

This department provides comprehensive financial advisory services focused on wealth management, investment strategies, and client relationship management.

Wealth Management

The Investment Management team at MAI Capital Management is dedicated to developing and executing tailored investment strategies that align with clients’ financial goals. Comprising a diverse group of experienced portfolio managers and analysts, the team conducts rigorous market research, asset allocation, and risk management to optimize portfolio performance. Their collaborative approach ensures clients receive personalized, high-quality investment management services within a comprehensive wealth management framework.

Investment Management

The Leadership Team at MAI Capital Management is responsible for setting the strategic direction of the firm, overseeing investment strategies, ensuring compliance, and managing operations across various services, including wealth management and family office services. Comprised of senior executives with deep expertise in finance, investment management, and operations, they collaborate to drive growth, enhance client relationships, and ensure the firm delivers integrated financial solutions tailored to client needs.

Leadership Team

This department oversees the evaluation and management of investment portfolios to optimize returns and mitigate risks.

Portfolio Management

This department oversees regional strategic direction and management.

MAI Capital Management

Org chart

Teams

Wealth Management Advisors

Wealth Management

Investment Management

Leadership Team

Portfolio Management

Regional Leadership

Offices

MAI Capital Management

Org chart

Teams

Wealth Management Advisors

Wealth Management

Investment Management

Leadership Team

Portfolio Management

Regional Leadership

Offices

Related companies