Acquisitions

R. Karras Asset Management and Planning LLC joins MAI Capital Management

12.22.23

As of December 22, 2023, R. Karras Asset Management and Planning LLC is now a part of MAI Capital Management.

If you are a R. Karras Asset Management and Planning LLC client, you can now reach your advisor team at:

Robert Karras
Senior Wealth Advisor
robert.karras@mai.capital

Tony Carsel
Wealth Specialist
tony.carsel@mai.capital

Anne Sikon
Administrative Assistant
anne.sikon@mai.capital

MAI General Office Phone: 216-920-5144


As a result of our new partnership, R. Karras Asset Management and Planning LLC clients will now have access to:

 

A note from Rick Buoncore, Managing Partner of MAI Capital Management:

“We are pleased to welcome the R. Karras Asset Management and Planning team to the MAI family. Their commitment to clients makes them a perfect fit for our firm. As MAI continues to expand nationally, adding new and experienced members to the team, we will continue our practice empowering our clients to simplify, protect, and grow their wealth.”

We look forward to learning about your financial goals.

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