MAI Capital Management
Rick is a Senior Wealth Advisor at MAI, based out of the Naples, Florida office. He joined the firm in 2021 as a result of the acquisition of MWM Investment Consulting, LLC, where he served as a Senior Vice President since 2009. With nearly 25 years of industry experience, Rick has a diverse background in investment research, portfolio management, financial modeling, and financial analysis.
This person is not in the org chart
This person is not in any offices
MAI Capital Management
Integrated Wealth Management, Family Office Services, Investment Management, Open Architecture, RIA, Retirement Planning, Estate Planning, Tax Planning and more