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Grisanti Capital Management & MAI Capital Management

Grisanti Capital Management and MAI Capital Management Are Excited to Announce Our Partnership

MAI and Grisanti Capital Management (“GCM”) are pleased to announce our partnership, which was born out of a 25-year friendship and professional relationship between Chris Grisanti and Rick Buoncore, the Managing Partner of MAI. Together, we are driving forward with a shared commitment to clients to provide them with sophisticated investment strategies that adjust to their changing needs and volatile economic conditions, especially at times like these. MAI is an ideal partner for GCM, providing the resources and scale to enhance the client experience and expand the available offerings for clients -- including comprehensive wealth management strategies – while allowing the team to remain intact in New York and focused on our clients.

At MAI you will continue to work directly with Chris Grisanti, Mike Pietzak, Suzanne Fawbush, Tom Marra and Rashida Alexander. They will continue to manage your investments and be your main point of contact, just as before.


In addition, as a result of the new partnership, you will now have access to:
 

  • The backing of an extensive and experienced team. MAI has 150 full-time employees. More than 75% of our professional staff have earned designations and advanced degrees, including Chartered Financial Analysts (CFA®), CERTIFIED FINANCIAL PLANNERS™ (CFP®), Certified Public Accountants (CPA) and MBAs.
  • Personalized and comprehensive technology. MAI provides each client with personal financial and investment websites (MAI WealthView & MAI InvestView) that serve as dedicated and customized resources to help meet your needs and provides real-time access to your accounts.
  • Expansive resources to meet your financial needs. Our resources include investment management services, retirement and financial planning, family office services and estate and legacy planning.

 

Our goal is to serve your specific financial needs through a relationship based on trust and by developing a customized strategy to grow and preserve your wealth.


We’re here to answer any questions. The GCM team can continue to be reached at their existing GCM email addresses and phone numbers.

 

We look forward to being your partner today and for years to come. Welcome to MAI!

 

Best regards,

 

Rick Buoncore

Managing Partner,
MAI Capital Management

Rick Buoncore Headshot

Chris Grisanti

Chief Equity Strategist & Senior Portfolio Manager

 

To learn more about our partnership, click here.