MAI Capital Management
Neil is a Senior Portfolio Manager, based out of the Cincinnati, Ohio office. He is responsible for coordinating the firm's investment portfolio management strategies with its financial advisors. Collaborating with colleagues to understand their clients' goals, needs and risk tolerances, Neil assists in structuring investment plans to meet those objectives. He is also a member of MAI's Investment Committee.
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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