Jim Perrine

Financial Planning Team Leader, Managing Director at MAI Capital Management

Jim Perrine leads, mentors, and teaches the Financial Planning Team with topical strategies and recommendations. He is a Former Senior Client Experience Manager with Key Private Bank and a Senior Wealth Strategist with PNC Wealth Management. He brings over 25 years of experience to

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Timeline

  • Financial Planning Team Leader, Managing Director

    February, 2023 - present

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