MAI Capital Management
Jerry is a Senior Portfolio Manager at MAI. He served as MAI's Chief Investment Officer from 1999 to 2014 and as Co-CIO with John Zaller in 2015. Jerry helps coordinate and develop platforms for which MAI can serve its high net worth clients. He also constructs portfolios comprised of publicly and privately traded securities tailored to individual clients’ financial and tax situations.
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MAI Capital Management
Integrated Wealth Management, Family Office Services, Investment Management, Open Architecture, RIA, Retirement Planning, Estate Planning, Tax Planning and more