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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
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
Justin Bass
Sports & Entertainment 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
Ariel Lafond
Senior Tax Advisor & Director
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

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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