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MAI Capital Management

186 people · 0 jobs
‌

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

Industries

Consulting

Headquarters

Cleveland, United States

Employees

51-200

Links

Org chart

Rick Buoncore
Managing Partner
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Jim Kacic
President & Chief Financial Officer
Chris Grisanti
Chief Equity Strategist
Shirley Titchenell
Chief Operating Officer & Senior Managing Director
Brett Pitstick
CIO & Managing Director
Stephen Chaffin
Regional President & Senior Managing Director
Patrick Gingras
Regional President & Senior Managing Director
Tom Fitzgerald
Senior Client Advisor & Managing Director
Matt Klarberg
Senior Client Advisor & Managing Director
BT
Brad Turner
Senior Portfolio Manager & Managing Director
Jason Bell
Senior Wealth Advisor & Managing Director
SP
Sheena Pauley
Senior Portfolio Manager, Managing Director
Joe Palko
Senior Wealth Advisor, Managing Director
Joy Puyear
Senior Wealth Advisor, Managing Director
Mark Haley
Senior Wealth Advisor, Managing Director
Sean Kriak
Senior Wealth Advisor, Managing Director
Joe McLean
Chief Growth & Innovation Officer & Senior Managing Director
Dexter James
Senior Wealth Advisor, Managing Director
Joe Lum
Senior Wealth Advisor, Managing Director
Stephen Polan
Senior Wealth Advisor, Managing Director
David Shiell
Senior Wealth Advisor, Managing Director
Justin Bass
Sports & Entertainment Managing Director
Christopher Biff Baker
Senior Wealth Advisor Team Leader & Managing Director
Jim Perrine
Financial Planning Team Leader, Managing Director
Jason Hamilton
Director of MAI Retirement, Managing Director
Jay Levin
Senior Wealth Advisor & Managing Director
Bruce Wiener
Senior Wealth Advisor, Managing Director
John David Loden
Senior Wealth Advisor, Managing Director
Keola Elobt
MAI Retirement, Group Head
Clayton Perry
MAI Retirement, Group Head
Ariel Lafond
Senior Tax Advisor & Director
Chris Buoncore
Wealth Specialist & Director
Lindsay P. Sawicki
Senior Portfolio Manager, Director
Alexandra Swanson
Wealth Advisor, Director
Ryan Grazer
Senior Client Advisor, Director
Robert Dzurilla
Senior Tax Advisor & Director
Rafael Perez
Senior Wealth Advisor & Director
JS
Justin Slaby
Tax Advisor & Director
Ari Wiener
Wealth Advisor & Director
AW
Ally Werden
Wealth Advisor & Director
Mitchel Faulkner
Wealth Advisor & Senior Associate
Amy Namitka
Tax Advisor & Director
Kevin Liu
Wealth Advisor, Director
Stuart Ashwood
Wealth Advisor, Director

Teams

+77

Wealth Management Advisors

81 people · 0 jobs

+13

Investment Management

17 people · 0 jobs

+9

Leadership Team

13 people · 0 jobs

+7

Wealth Management Advisors

11 people · 0 jobs

+6

Wealth Management Operations

10 people · 0 jobs

+6

Business Development and Client Services

10 people · 0 jobs

Offices

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