Market Update Video - October 2021
In this segment of MAI’s Market Update, John Zaller shares our market perspective as we enter the fourth quarter and look ahead to 2022…
Company News
MAI Featured in Financial Advisor IQ
Head of MAI Sports + Entertainment Steve Trax shares some of the financial strategies he uses with athletes to help them plan for a future outside of professional sports…
MAI Featured in Citywire
Managing Partner Rick Buoncore emphasizes the client-first approach that both MAI and their latest acquisition, Storey & Associates, have in common…
MAI Capital Management Acquires Storey & Associates
The acquisition expands MAI’s presence within the Greater Cleveland region and adds to MAI’s financial planning and asset management expertise…
MAI Featured in Crain’s Cleveland Business
Crain’s Cleveland Business highlights the talent that MAI’s acquisition of Storey & Associates will bring to the team and how their goals and values align…
Galway Holdings Announces Formal Close of MAI Capital Management Deal
Wealth Management Expansion Will Continue with MAI as Galway Platform…
MAI Featured in NBC News
Head of Sports + Entertainment Steve Trax discusses the risks involved in being paid to play sports before being in a professional league and the importance of working with a trusted financial advisor during that process…
MAI Featured on CNBC
Features, not bugs: Chief Equity Strategist Chris Grisanti views factors like higher interest rates as byproduct of a growing economy…
MAI Named to Barron’s 2021 Top RIA Firms List
MAI Capital Management is pleased to announce its inclusion on this year’s Barron’s, Top 100 Registered Independent Advisory (RIA) Firms list…
Andrew Meyer Named to America’s Top Next-Gen Wealth Advisor List by Forbes
We are pleased to announce our Senior Wealth Advisor Andrew Meyer has been recognized by Forbes among the Top Next-Gen Wealth Advisors…
MAI Featured in Cleveland Jewish News
Senior Wealth Advisor Marla Petti discusses the decisions that should be made during the estate planning process and how they can help your family achieve peace of mind…
MAI Capital Management Acquires Geier Asset Management
This acquisition strengthens MAI’s mid-Atlantic footprint while enhancing its delivery of comprehensive financial planning and wealth management services…
Market Update Video - September 2021
In this segment of MAI’s Market Update, Chris Grisanti joins John Zaller to share his thoughts on the equity markets…
MAI Featured on Bloomberg
While crosscurrent of factors such as inflation, the Delta variant and a disappointing August jobs report have created uncertainty, determined investors have options, says Grisanti…
MAI Featured in Investor’s Business Daily
Regional President and Senior Managing Director Joan Malloy discusses the process she follows when meeting with prospective clients and how her approach has helped her build relationships…