We are thrilled that MAI Capital has multiple advisors ranked on the 2023 Best-In-State Wealth Advisor list by Forbes.
- Rick Buoncore, Managing Partner – 8th advisor in the state of Ohio
- Albie MacDonald, Wealth Management Group Head, Advisory Referral Program – 3rd in Jacksonville, Florida Region
- Joan Malloy, Regional President – 35th in St. Louis, Missouri Region
MAI Capital Management remains committed to empowering clients to simplify, protect, and grow their wealth. We are proud of our team members who have been acknowledged by Forbes and who exemplify our three pillars to take care of clients, each other, and the community.
Forbes’ Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data for individuals seeking top-tier financial advice. The list features over 5,000 advisors evaluated based on various factors such as experience, assets under management (AUM), regulatory record, and client retention. Forbes has recognized these advisors for their commitment to excellence in wealth management and for providing clients with tailored solutions that meet their unique needs. The ranking is a testament to these outstanding advisors’ hard work, dedication, and expertise.
To view this year’s list, please visit: https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=6ff480d56ab9
In the case above, MAI responded to a survey from the sponsoring organization. In no case does MAI pay a fee to be considered for an award or to participate in rankings. Further, MAI is not required to be a subscriber to Forbes to be included in their rankings or awards.
Forbes Best-In-State Wealth Advisors:
In April 2023, Rick Buoncore ranked 8th out of 220 advisors listed in the state of Ohio, Albie MacDonald ranked 3rd out of 44 advisors listed in the Jacksonville, Florida Region, and Joan Malloy ranked 35th out of 79 advisors ranked in the St. Louis, Missouri Region. Information provided was based on data as of June 30, 2022. Forbes’ Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Considered advisors have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data.
