Integrated Wealth Management, Family Office Services, Investment Management, Open Architecture, RIA, Retirement Planning, Estate Planning, Tax Planning and more

Consulting

MAI Capital Management

Rick Buoncore

Tina Jacob

Tiffany Abril

Michelle Pelini

John David Loden

Bruce Wiener

Stuart Ashwood

Kevin Liu

John Tyrrell

Jim Perrine

Amy Namitka

Mitchel Faulkner

Ally Werden

Ari Wiener

Justin Slaby

Rafael Perez

Jay Levin

Anne Marie Griffith

Christopher Biff Baker

Robert Dzurilla

Ryan Grazer

George Lynch

Egon Singerman

Joe Geier

Clayton Perry

Justin Bass

David Shiell

Stephen Polan

Joe Lum

Dexter James

Joe Vislocky

Jason Hamilton

Joe McLean

Stephen Chaffin

Inna Collins

Nick Ferrari-Smith

Alexandra Swanson

James Maher

Sean Kriak

Mark Haley

Joy Puyear

Joe Palko

Sheena Pauley

Lindsay P. Sawicki

Sally Sanders

Dj Santiago

Keola Elobt

Donna Schuette

Brad Turner

Shirley Titchenell

Jim Kacic

John Zaller

Chris Buoncore

Jason Bell

Matt Klarberg

Ariel Lafond

Barry Klarberg

Tom Fitzgerald

Patrick Gingras

Brett Pitstick

Lesa Evans

Holly Cavalier

Martin Christ

Chris Grisanti

The Wealth Management Advisors team at MAI Capital Management specializes in providing tailored financial strategies and personalized investment advice to clients. They focus on integrated wealth management solutions, including retirement and estate planning, tax optimization, and family office services, ensuring that clients' financial goals are met with a comprehensive and holistic approach.

Wealth Management Advisors

Investment Management

Leadership Team

Wealth Management Advisors

About

Team members

Other teams at MAI Capital Management

Wealth Management Advisors

Investment Management

Leadership Team