MAI Featured on TD Ameritrade Network
Chief Investment Officer John Zaller joins TD Ameritrade Network to discuss the Federal Reserve’s plan to cut rates and what it means for the markets [video].…
Company News
MAI Capital Management Named to Financial Advisor...
MAI Capital Management is pleased to share its placement on Financial Advisor Magazine's 2019 RIA Ranking.…
MAI Featured in ThinkAdvisor
ThinkAdvisor quotes Chief Financial Officer Jim Kacic on MAI’s footprint and partnership with Dovich & Associates.…
MAI Featured in Private Banker International
Private Banker International highlights MAI’s growth into Cincinnati with the firm’s deal with Dovich & Associates.…
MAI Featured in Financial Advisor IQ
Managing Partner Rick Buoncore talks with Financial Advisor IQ’s Garrett Keyes about MAI’s expansion into the Cincinnati region and what it means for the firm’s growth strategy.…
MAI Capital Management Announces Deal to Add...
Cincinnati financial advisory firm brings approximately $600 million in assets and new insurance services…
MAI Featured in Crain's Cleveland Business
Crain’s Cleveland Business shares news about MAI’s partnership with Dovich & Associates.…
MAI Capital named to 2019 Financial Times 300 Top RIAs
MAI Capital is thrilled to announce it has been named to the 2019 Financial Times 300 Top Registered Investment Advisers list for the third year in a row.The list features independent…
MAI Featured in Financial Planning
Managing Partner Rick Buoncore shares his thoughts for basketball players who are about to go pro.…
MAI Capital Management Acquires MTX Wealth...
D.C.-area acquisition strengthens MAI’s athlete client offering, broadens geographic reach…
MAI Featured in Citywire
Citywire provides details on MAI’s recent acquisition of MTX Wealth Management, a firm that serves high net worth clients, with a special focus on athletes and entertainers.…
MAI Featured in Crain’s Cleveland Business
Crain’s Cleveland Business provides details on MAI’s expansion to the D.C. market.…
MAI Featured in Financial Advisor IQ
Financial Advisor IQ reveals details on MAI’s partnership with MTX Wealth Management.…
MAI Featured in Financial Advisor Magazine
Financial Advisor Magazine highlight’s MAI’s expansion to the D.C market with its recent acquisition of MTX Wealth Management.…
MAI Featured in Financial Advisor Magazine
Managing Director Stephanie Sandle discusses state residency audits and how specific rules can trigger them.…
MAI Featured on TD Ameritrade Network
Chief Investment Officer John Zaller discusses the Federal Reserve and the current market environment [video].…
MAI Featured in Financial Advisor Magazine
Director Kathy Keylor and Chief Investment Officer John Zaller discuss smart tax planning strategies for the next market downturn.…
MAI Featured in Financial Advisor IQ
Rick Buoncore discusses MAI’s acquisition of CCI Financial Group.…
MAI Featured in Citywire
Managing Partner Rick Buoncore discusses MAI’s second acquisition of CCI Financial Group.…
MAI Featured in Crain's Cleveland Business
MAI Capital buys CCI Financial Group's wealth management business, signals more deals are in store.…