MAI Featured in Financial Advisor IQ
Financial Advisor IQ covers MAI’s recent partnerships in the New York area and how they will expand the firm’s core capabilities…
Company News
MAI Capital Management Expands to Connecticut With Addition of New Advisor
Patrick Gingras joins as Regional President and strengthens the firm’s presence in the Northeast…
MAI Featured in Crain’s Cleveland Business
Crain’s Cleveland Business covers MAI’s expansion to Connecticut with the recent hire of Patrick Gingras…
MAI Featured in Cleveland Jewish News
Managing Partner Rick Buoncore notes the importance of MAI’s recent partnerships with Monarch Business and Wealth Management and Regal Wealth Management to the firm’s overall growth strategy…
MAI Capital Management Acquires Monarch Business & Wealth Management
The acquisition, which also includes strategic partner Regal Wealth Management, expands MAI’s nationwide presence while adding to its Sports + Entertainment Division…
MAI Featured in Cleveland Business Journal
Cleveland Business Journal highlights MAI’s recent partnership with Monarch Business & Wealth Management, and how it deepens the firm’s work in the sports business practice…
MAI Featured in Sports Business Journal
Sports Business Journal covers MAI’s partnership with Monarch Business & Wealth Management, and how it strengthens MAI’s financial services platform for athletes and entertainers…
MAI Featured in Crain’s Cleveland Business
Managing Partner Rick Buoncore discusses MAI’s partnership with Monarch Business & Wealth Management, and how it sets the stage for continued growth…
MAI Featured in Mergers and Acquisitions
Mergers and Acquisitions covers MAI’s partnership with Monarch Business & Wealth Management, and the firm's recent growth…
MAI Featured in Venue Magazine
Consider these strategies to optimize tax efficiency…
MAI Recognized for the 2021 Weatherhead 100 Award
MAI Capital Management is pleased to announce its inclusion on this year’s Weatherhead 100 award list…
MAI Featured in Reuters
U.S. better equipped to address holiday spike, easing investor fears…
MAI Featured in U.S. News & World Report
Senior Wealth Advisor Marla Petti discusses financial planning tips for the federal estate, gift and generation-skipping transfer tax updates being implemented in 2022…
MAI Featured in Financial Advisor IQ
Financial Advisor IQ highlights MAI’s partnership with Investment Planning Associates, and the firm's recent growth…
MAI Acquires Investment Planning Associates
The acquisition expands MAI’s presence in the Mid-Atlantic region and will provide clients of Investment Planning Associates with expanded investment options…