MAI Capital Management

  • Financial Services
  • Cleveland OH
  • 413 employees
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Company Overview

Headquarters
6050 Oak Tree Blvd S, Cleveland OH
Website
mai.capital
Phone
(216) 920-4800
Employees
413
Founded in
1973
Industry
Financial Services
NAICS Code
NAICS Code 52 Companies
NAICS Code 523 Companies
NAICS Code 525 Companies
NAICS Code 52393 Companies
NAICS Code 525990 Companies
NAICS Code 5259 Companies
NAICS Code 52599 Companies
NAICS Code 5239 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$67B

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Who is MAI Capital Management

MAI Capital Management is a registered investment advisor based in Cleveland, Ohio. Founded in 1973, the company employs 413 people and generates $67.3 million in annual revenue. MAI Capital Management offers a comprehensive suite of financial services designed to simplify, protect, and grow clients' wealth. Their services include financial and estate planning, investment management, tax planning and preparation, insurance and risk management, accounting and bill pay, and philanthropy advice. They also provide specialized services tailored to the unique needs of clients in the sports and entertainment industries, such as family office solutions. Driven by a fiduciary duty to act in their clients' best interests, MAI Capital Management has developed a variety of solutions to meet the diverse needs of their clientele. They serve the wealth management and sports & entertainment businesses, continuously expanding their reach to include individuals requiring specialized financial planning assistance. For more information about MAI Capital Management and their services, visit their website at mai.capital.

Company Leadership

Joe McLean

Managing Partner, Family Office

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Richard Buoncore

Managing Partner

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Joan Malloy

Group Head National Family Office & Regional President

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Greg Palacorolla

Regional President

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Jay White

Regional President

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MAI Capital Management Industry Tags

Integrated Wealth Management
Family Office Services
Investment Management
Open Architecture
RIA
Retirement Planning
Estate Planning
Tax Planning
Portfolio Management
Succession Planning
RIA M&A
RIA M&A
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MAI Capital Management Tech Stack

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FAQ

What is the location of MAI Capital Management's headquarters?
The headquarters of MAI Capital Management are situated at 6050 Oak Tree Blvd S, Cleveland OH
What is MAI Capital Management's phone number?
MAI Capital Management's contact number is (216) 920-4800.
What is MAI Capital Management's official website?
The official website of MAI Capital Management can be found at mai.capital.
What is MAI Capital Management's current revenue?
As of October 2024, MAI Capital Management's annual revenue reached $67B.
How many employees does MAI Capital Management currently have?
MAI Capital Management employs approximately 413+ people as of October 2024
Which industries is MAI Capital Management primarily operating in?
MAI Capital Management operates in the following industries: Credit, Finance
Who is the Managing Partner, Family Office of MAI Capital Management?
MAI Capital Management's Managing Partner, Family Office is Joe McLean
What are MAI Capital Management's industry tags?
MAI Capital Management's industry tags include: Integrated Wealth Management, Family Office Services, Investment Management
When was MAI Capital Management founded?
MAI Capital Management was founded in 1973.

Employee Directory

Key Employees

John Zaller

Managing Partner, Wealth Management

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Steven Schoenwald

Project Management Lead & Director

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Aaron Asta

Senior System Engineer

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Tom Lux

Client Service and Business Development Specialist

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Mark Hogan

Principal

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Carl Diwby

Managing Director

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Donna Schuette

Senior Operations and Transformation Leader

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Philip Curtis

Senior DevOps Engineer

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Michelle Pelini

Communications Manager, Director

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Trenicka Williams

Client Services Specialist

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