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Steve Rudolph, MBA, CPA

Senior Wealth Advisor & Team Leader, Managing Director

Independence, OH

Steve is a Senior Wealth Advisor and Team Leader at MAI.

Prior to joining the firm, he served as CEO of HW Financial Advisors which was acquired by MAI in 2021. Steve has more than 25 years of experience working with high-net-worth individuals. He specializes in investment management and comprehensive financial planning. Steve believes in a personalized approach that includes frequent contact, education and providing solutions to help clients meet their goals.

He earned his BS from Miami University in 1988, his MBA from Case Western University Weatherhead School of Management, and is also a Certified Public Accountant. In 2021, Steve was recognized by Crain's Cleveland Business as a Notable Wealth Manager and was named to the Cleveland Jewish News 18 Difference Makers list, which honors leaders in Northeast Ohio's Jewish community.

He is the Chair of the Retirement Fund Committee for the Jewish Federation of Cleveland and is a board member of Milestones Autism Resources where he serves as the Chair of the annual fund and planned giving committees.