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

The Cincinnati office focuses on wealth management and client services, emphasizing leadership in portfolio management and advisory roles.

Cincinnati

The San Ramon office focuses on wealth management and financial advisory services for high-net-worth clients.

San Ramon

Rick Buoncore

Tom Fitzgerald

Robert Shea

Jeffrey Stark

Benjamin Sayer

Bruce Wiener

Kevin Liu

Christopher Biff Baker

Robert Dzurilla

Stephen Polan

Jason Hamilton

Joe McLean

Mark Haley

Lindsay P. Sawicki

Keola Elobt

Chris Buoncore

Ari Wiener

Justin Slaby

Kurt Nye

Jerry Gray

Jim Smith

Albie MacDonald

Brett Pitstick

Shirley Titchenell

Lesa Evans

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

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

Portfolio Management

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 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 focuses on providing specialized support and service to clients in the wealth management sector.

MAI Capital Management

Org chart

Teams

Wealth Management Advisors

Wealth Management

Portfolio Management

Wealth Management Advisors

Leadership Team

Wealth Client Services

Offices

MAI Capital Management

Org chart

Teams

Wealth Management Advisors

Wealth Management

Portfolio Management

Wealth Management Advisors

Leadership Team

Wealth Client Services

Offices

Related companies