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MAI Capital Management Named to the 2022 Weatherhead 100 List by Case Western Reserve University Weatherhead School of Management

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December 8, 2022 - MAI Capital Management is delighted to announce its recognition on this year's Weatherhead 100 list, which celebrates companies in Northeast Ohio that embody the spirit of entrepreneurship and are leading the way in leadership, growth, and success. The MAI team is thrilled to be ranked in the top 20 alongside such an exclusive group of businesses across the region and recognized for the work they do to push the firm to new heights every day.

“We are honored to be included on the Weatherhead 100 list,” said Rick Buoncore, Managing Partner of MAI Capital. “Leadership, growth, and success embody the goals we have, not just for ourselves, but for the clients we serve.” 

To qualify for the award, companies must have a headquarters in Ashland, Ashtabula, Cuyahoga, Erie, Geauga, Huron, Lake, Lorain, Mahoning, Medina, Portage, Richland, Stark, Summit, Trumbull or Wayne County of Northeast Ohio and have grown their net sales from at least $100K to $1M in the last five years. Weatherhead 100 recognizes an elite group of companies that are the best example of leadership, growth, and success in our region.

To view this year's list, please visit:  https://weatherhead.case.edu/events/weatherhead100/winners2022

Additional Weatherhead 100 qualifications: Not a franchise or subsidiary of another company between 2017 - 2021; Must be a for-profit organization. More than 150 firms applied for the Weatherhead 100 award.

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.

$2500.00 was spent in 2022 for a table at the awards ceremony.

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Weatherhead 100 award recipients: In December 2022, MAI placed 16th out of 100 firms listed and 30th out of 100 firms in 2021.  In order to be considered for the 2022 Weatherhead 100 list, applicants were required to complete an estimated 30-question survey for a 12-month period of net sales from 2017 – 2021, with the firm’s ADV informing the majority of responses. Firms were also required to meet a number of other specified requirements to be eligible for inclusion. Firms were ranked based on various qualitative and quantitative factors, including assets managed, the size and experience of teams, regulatory records of the advisors and firms, technology spending, staff diversity, organic and M&A growth, client segmentation as well as succession planning. The number of total RIAs surveyed was not available at time of publication. More information about the award is available at https://weatherhead.case.edu/events/weatherhead100/apply