MAI Capital Management
MAI Capital Management empowers you to simplify, protect, and grow your wealth. We are celebrating 50 years of taking care of our clients, each other, and our community.
MAI Capital Management Announces Leadership Changes to …
Aug 28, 2024 · As part of MAI’s strategic realignment, the firm has made the following leadership and organizational changes to ensure a fully integrated model across departments and regions …
MAI Announces Leadership Changes to Reflect Growth Trajectory
CLEVELAND, OH – August 28, 2024 – MAI Capital Management, LLC (“MAI”) today announced a strategic realignment of the organization’s leadership team as part of the firm’s continued …
Resources - MAI Capital Management
Jun 17, 2019 · View the latest financial resources published by MAI Capital Management, including insights, news, awards, rankings, and more.
MAI Capital Management acquires $562M firm in New Jersey
Mar 5, 2024 · MAI Capital Management has made its fourth acquisition of 2024 so far and its 36 th since 2018, pushing the national RIA firm’s AUM to more than $21 billion.
MAI Capital Management Acquires Harbor Wealth Management
May 6, 2024 · Harbor will adopt MAI’s brand identity and receive the robust internal infrastructure that MAI extends to all acquired firms, including HR, operations, and marketing resources.
MAI Capital welcomes $528M Hyperion Partners - Investment News
Oct 28, 2024 · On Monday, MAI announced its acquisition of Hyperion Partners, a Berwyn-based advisory firm, to expand its footprint into the greater Philadelphia area. The deal adds …
Halpern Financial Joins MAI Capital Management - Yahoo Finance
CLEVELAND, October 07, 2024--MAI Capital Management, a registered investment adviser, today announced the acquisition of Halpern Financial.
Concentric Wealth Management Joins MAI Capital Management
Jan 13, 2025 · CLEVELAND--(BUSINESS WIRE)--MAI Capital Management, LLC (“MAI”), a registered investment adviser specializing in comprehensive investment and financial planning …
$23.6B RIA MAI strengthens C-suite with former Merit exec
Sep 23, 2024 · RIA firm MAI Capital Management is supercharging its plans for strategic growth with two new additions to its executive leadership team. On Monday, the firm named Philip …