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

John David Loden

Bruce Wiener

Stuart Ashwood

Kevin Liu

Amy Namitka

Ally Werden

Ari Wiener

Justin Slaby

Jay Levin

Christopher Biff Baker

Robert Dzurilla

Stephen Polan

Jason Hamilton

Alexandra Swanson

Mark Haley

Joy Puyear

Lindsay P. Sawicki

Keola Elobt

Shirley Titchenell

Chris Buoncore

Matt Klarberg

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

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

The Wealth Management Advisors team at MAI Capital Management specializes in providing tailored financial strategies and personalized investment advice to clients. They focus on integrated wealth management solutions, including retirement and estate planning, tax optimization, and family office services, ensuring that clients' financial goals are met with a comprehensive and holistic approach.

The Wealth Management Operations team at MAI Capital Management is responsible for delivering comprehensive and integrated financial solutions to clients. They specialize in estate and tax planning, retirement strategies, and family office services, coordinating efforts across various disciplines to optimize client wealth. The team ensures seamless operations and governance while providing strategic advice tailored to individual client needs.

Wealth Management Operations

The Business Development and Client Services team at MAI Capital Management is responsible for cultivating relationships with potential clients and ensuring exceptional service for existing ones. This team focuses on strategic outreach, onboarding new clients, and providing ongoing support, including investment advice and account management. By leveraging their expertise in integrated wealth management, they aim to enhance client satisfaction and drive business growth within various sectors, including sports and entertainment.

MAI Capital Management

Org chart

Teams

Wealth Management Advisors

Investment Management

Leadership Team

Wealth Management Advisors

Wealth Management Operations

Business Development and Client Services

Offices

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