Skip to Content

Steve Rudolph, MBA, CPA

Senior Wealth Advisor & Team Leader, Managing Director

Beachwood, 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 and his MBA from Case Western University Weatherhead School of Management. Steve is also a Certified Public Accountant.

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.