Acquisitions

J.M. Hartwell LP & MAI Capital Management

03.22.20

J.M. Hartwell and MAI Capital Management Are Excited to Announce Their Partnership

MAI and Hartwell share a commitment to offering sophisticated investment strategies that help clients meet their financial goals. We are pleased to announce our partnership, moving forward with a shared client-centric culture and dedication to serving clients’ needs.

MAI provides comprehensive wealth management and investment advisory services to high-net-worth individuals and families. MAI is an ideal partner for Hartwell, providing the resources and scale to enhance the client experience and expand the available offerings for clients.


At MAI you will continue to have:

  • Advisor access. You will continue to work directly with your Hartwell advisors as you transition to MAI. They will be supported by the broader MAI team and operational services.
  • Attentive client service. We work to develop meaningful partnerships with those who entrust their future to us. Our focus is to help prioritize your financial goals and guide you on the path towards meeting them.
  • A trusted fiduciary. We will always maintain a fiduciary approach, putting your interests first.

As a result of the new partnership, you will now have access to:

  • The backing of an extensive and experienced team. MAI has over 140 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 a personal financial website that serves as a dedicated and customized resource 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.

We’re here to answer any questions.  The Hartwell team can be reached at their existing email addresses:

– Bill Miller: wcmiller@jmhartwell.com

– Jordan Press: jpress@jmhartwell.com

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

Bill Miller
Managing Director,
MAI Capital Management

Jordan Press
Regional Managing Director,
MAI Capital Management

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We look forward to learning about your financial goals.

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