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Rick Buoncore and Stephen Rudolph Named Best-In-State Wealth Advisors by Forbes

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Managing Partner Rick Buoncore and Managing Director Stephen Rudolph Named Best-In-State Wealth Advisors by Forbes

 

February 17, 2021 – MAI is pleased to announce our Managing Partner Rick Buoncore and Managing Director Stephen Rudolph have been recognized by Forbes among the Best-In-State Wealth Advisors in Ohio. Rick, who has been named a Best-In-State Wealth Advisor several times in the past is ranked 2nd on this year’s list. Steve, who recently joined MAI Capital Management as his firm HW Financial Advisors plans to enter into a partnership with MAI in the first quarter of this year, is listed 66th. The Ohio list includes 161 advisors. Forbes ranked advisors in all 50 states and the individuals named to the 2021 list manage more than $6 trillion in client assets. Advisors are nominated by their firms then researched and interviewed by SHOOK Research.

Forbes’ Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Considered advisors have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data.

We are proud Rick Buoncore and Steve Rudolph are included in this year’s group of advisors. Our unique and holistic approach to wealth management and commitment to client service is always top priority and continues to be the driving force behind our service and growth efforts.

To view this year’s list, please visit: https://www.forbes.com/best-in-state-wealth-advisors

 

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 Barron's or the Financial Times or any other group to be included in their rankings or awards.

Forbes Best-In-State Wealth Advisor: Forbes’ Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Considered advisors have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data.

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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