With election day near, polls show a tight Trump-Harris race. Emotions are high, but investors should stay focused on long-term financial goals over politics. https://lnkd.in/eXF3PUAv
MAI Capital Management
Financial Services
Cleveland, Ohio 11,189 followers
National RIA empowering you to simplify, protect, & grow your wealth.
About us
Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives easier. While many things have changed over the past 50 years, our mission as a registered investment adviser has not: we work to empower clients to simplify, protect, and grow their wealth. MAI serves the wealth management and sports & entertainment businesses, continuously expanding our clientele to include those who need specialized financial planning assistance. We are driven by a fiduciary duty to act in our clients’ best interests and have developed a variety of solutions to serve the breadth of their needs. We provide financial & estate planning, investment management, tax planning & preparation, insurance & risk management, accounting & bill pay, and philanthropy advice as well as boutique services like family office or specialized solutions to people in the sports and entertainment industries.
- Website
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https://mai.capital/
External link for MAI Capital Management
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Cleveland, Ohio
- Type
- Privately Held
- Founded
- 1973
- Specialties
- Succession Planning, Estate Planning, Financial Planning, Investing, Retirement Planning, Tax Planning, Insurance, Wealth Management, and Investment Management
Locations
Employees at MAI Capital Management
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Michael Fitzsimmons
CEO, Crosschq | Hiring Intelligence - Quality of Hire
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Qui Vuong
Empowermentalist, Collaborator, Investor, Advisor, Incubator, Fiduciary, Activist, Advocate, Volunteer, Hub
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Jeffrey Leber, CFP®
Co-Regional President, Managing Director at MAI Capital
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Sean Kriak, CFP®, MBA
Updates
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While you’re likely familiar with how wills and trusts can help protect and distribute your physical assets, it’s also important to consider what will happen to your digital estate. Learn more: https://lnkd.in/envyF82a
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We are thrilled to welcome our newest team members from Hyperion Partners to MAI. Jeff, Vaughn, and their group bring a wealth of experience in providing high quality service and advice for their clients across a wide net of capabilities from tax and estate planning to business strategies. Meet our newest additions here: https://lnkd.in/eH5k-6Yg
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Kurt Nye, CFA, Managing Partner, CIO, recently participated in a panel alongside Tom Bauer, CIMA®, Divisional Sales Manager, T. Rowe Price and Blake Wood, Head of Platform Strategy, Envestnet, at the 2024 MMI Annual Conference. They discussed M&A trends in the industry and how many RIAs are creating scale through centralization, evolving services to attract advisors and investors, and what they see as the future state of RIA consolidation.
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As our lives become more connected online, the risk of cyber threats continues to grow. Read our latest Insight to learn how you can protect yourself from online threats. #cyberawarenessmonth https://lnkd.in/g5g-u_ZJ
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At MAI, we take care of our communities. Over the summer, we sponsored a Gift of Life Fundraiser at the Cleveland Metro-Parks Zoo, where proceeds supported programs and services geared toward women and children at Fairview Hospital. Learn more about the Gift of Live event here: https://lnkd.in/gQ3K-4u7
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Navigating the intricacies of #livingtrusts can be confusing. In a recent resource article, we explored answers to common questions about living trusts so you can decide whether they may be right for you and your family. Learn more here: https://lnkd.in/eGys4bKy
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Congratulations to Lauren Lippert, CPA, CFP®, who was named a 2024 Excellence Awardee in the InvestmentNews Women to Watch Rising Star of the Year category. Lauren works on our Family Office team and is passionate about serving her clients and their families while also dedicating time as the President Elect on the Board of the Financial Planning Association of Northeast Ohio. See the entire list of finalists here: https://lnkd.in/gW7Ny4r4 *Winner to be announced in November
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In case you missed it… Joe McLean, Managing Partner, Family Office, was named to the Barron's Top 100 Independent Advisors ranking! "We've had the privilege of serving some of the most extraordinary people and families throughout my career,” said McLean. "Selfishly I can say I have one of the best jobs in the world." https://lnkd.in/e_BbvKfp
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“We were drawn to the Halpern team because of their passion for not only managing their clients’ money, but also providing them with the #financial education they need to thrive for the long term,” said Rick Buoncore, Executive Chairman at MAI. “Ted and his team have longstanding success in valuing, uplifting, and serving their clients, and we look forward to partnering with them to continue that work.” https://lnkd.in/en-SFtV4