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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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Shirley Titchenell
Chief Operating Officer & Senior Managing Director
Brett Pitstick
CIO & Managing Director
Tom Fitzgerald
Senior Client Advisor & Managing Director
Matt Klarberg
Senior Client Advisor & Managing Director
Joy Puyear
Senior Wealth Advisor, Managing Director
Mark Haley
Senior Wealth Advisor, Managing Director
Stephen Polan
Senior Wealth Advisor, Managing Director
Christopher Biff Baker
Senior Wealth Advisor 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
Chris Buoncore
Wealth Specialist & Director
Lindsay P. Sawicki
Senior Portfolio Manager, Director
Alexandra Swanson
Wealth Advisor, Director
Robert Dzurilla
Senior Tax Advisor & Director
JS
Justin Slaby
Tax Advisor & Director
Ari Wiener
Wealth Advisor & Director
AW
Ally Werden
Wealth Advisor & Director
Amy Namitka
Tax Advisor & Director
Kevin Liu
Wealth Advisor, Director
Stuart Ashwood
Wealth Advisor, Director

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