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Four MAI Advisors Recognized as Notable Wealth Managers by Crain’s Cleveland Business

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Four MAI Capital Management Advisors Recognized as Notable Wealth Managers by Crain's Cleveland Business

 

November 15, 2021 - MAI Capital Management is excited to share four of its advisors have earned a place on the Crain's Cleveland Business Notable Wealth Managers list for 2021. The list recognizes a total of 46 wealth managers from different backgrounds who share the goal of providing ethical, honest and productive financial planning services to their clients. Those selected from MAI include Chris Barr, John Ciancibello, Stephen Rudolph and Stephanie Sandle.

Not only are these notable wealth managers successful in their careers, but Crain’s also places a significant emphasis on nominees who are active in their communities by helping schools, local foundations, women’s groups and more. The nominees on the list hold titles from C-suite to varying leadership roles and work for financial institutions including firms they founded themselves, large banks or money management companies.

Additional criteria for this recognition includes being based in Northeast Ohio, having a minimum of three years of experience and overseeing at least $10 million in assets under advisement-- in addition to their philanthropic endeavors.

This year’s list was published on November 8, 2021. For more information, please visit: https://www.crainscleveland.com/awards/crains-2021-notable-wealth-managers.

 

Crain’s Notable Wealth Managers Methodology: The honorees do not pay to be included. Their profiles were drawn from the nomination materials submitted. This list is not comprehensive. It includes only individuals for whom nominations were submitted and accepted after a review by editors. To qualify for the list, nominees must be based in Northeast Ohio. They must be currently employed full time at a financial institution or company offering wealth management services and showcase professional achievements. They must have a minimum of three years’ experience and oversee at least $10 million in assets under advisement. They must be active in the community and/or philanthropic activities, mentoring programs and/or diversity and inclusion initiatives.

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 any other group to be included in their rankings or awards.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance results. These rankings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

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