Rick Buoncore Named Best-In-State Wealth Advisor by Forbes
We are pleased to highlight that Rick Buoncore has been recognized by Forbes among the Best-In-State Wealth Advisors…
Company News
MAI Featured in Financial Advisor Magazine
Director Kathy Buchs shares recommendations on tactics to consider when planning for 2020 taxes…
MAI Market Update Video - January 2020
In this segment of MAI’s Market Update with John Zaller, John provides a recap of the markets in 2019 and looks ahead to what may be in store for 2020…
MAI Featured in Citywire
Reporter Jake Martin discusses MAI’s recent partnership with J.M. Hartwell…
MAI Featured in Private Banker International
Private Banker International highlights MAI’s expansion to the New York City area with latest acquisition…
MAI Capital Management Acquires J.M. Hartwell
Addition of $640M firm adds investment management capabilities and extends MAI’s reach to New York City…
MAI featured on TD Ameritrade Network
Chief Investment Officer John Zaller joins TD Ameritrade Network to discuss game-changing geopolitical events and their impact on the market…
MAI Featured in Business Insider
Managing Director Tom Lalley shares insight on how to prepare your finances to weather a potential market downturn…
Jim Kacic Honored with Pillar Award
Jim Kacic, MAI’s President and Chief Financial Officer, has been selected as a recipient of the 2019 Medical Mutual Pillar Award for Community Service…
MAI Market Update Video - December 2019
In this segment of MAI’s Market Update with John Zaller, John discusses a few trends that have improved the outlook for the economy…
MAI Acquires Rodman Capital Management
Acquisition supports MAI's growth within Ohio and fortifies the firm's investment management expertise…
MAI Featured in Citywire
Citywire details MAI’s latest acquisition of Rodman Capital Management…
Rick Buoncore has been recognized by The First Tee
Rick Buoncore, Managing Partner, has been recognized by The First Tee Cleveland and is the recipient of the 2019 Del de Windt Leadership Award for Civic Engagement…
MAI Featured in Financial Advisor Magazine
Director Kathy Buchs shares advice on how to properly analyze state taxation of trusts…
MAI Market Update Video - October
In this segment of MAI’s Market Update with John Zaller, John discusses the economy, interest rates, and 3Q earnings results…