Resource Categories: Awards

MAI is thrilled to announce that Regional President and Head of Family Office, Joan Malloy, was recognized by Forbes on the Top Women Wealth Advisors Best-In-State List, ranking sixth in the state of Missouri. Joan exemplifies everything that MAI stands for, especially putting clients and their needs first.

Joan joined MAI in 2020 as a result of the acquisition of Greenway Family Office, which she founded in 2010. With her vast experience, she is adept at advising business owners, individuals, and multi-generational families in succession, governance, investment, tax, and philanthropic planning.

This ranking features more than 1,500 women collectively managing assets of nearly $2.3 trillion and was compiled by SHOOK Research.

See the list: https://www.forbes.com/lists/best-in-state-women-advisors/?sh=60d92921d113

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.

By clicking on the above link, you will leave MAI’s site and will be directed to a third-party site which MAI does not endorse and is not affiliated. Some third-party sites require registration or subscription to view content.

MAI responded to a survey from the sponsoring organization with information as of 9/30/22.  In February 2023, Joan Malloy ranked sixth out of twenty-one women advisors listed in Missouri. Forbes ranking of Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management.

All advisors have a minimum of seven years’ experience, minimum 1 year at current firm, with the exceptions of acquisitions, advisors must be recommended and nominated by their firm and complete an online survey. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.  For more information on the methodology visit https://www.forbes.com/sites/rjshook/2023/02/02/methodology-americas-top-women-wealth-advisors-2023/?sh=67a09f4558ca.

MAI Capital is pleased to share that it has received recognition in two categories of the Smart Business, Medical Mutual Pillar Awards this year. The firm was named as an honoree of the 2022 Northeast Ohio Pillar Award for Community Service for the third consecutive year, and Managing Partner Rick Buoncore was named the winner of the 2022 Kent Clapp CEO Leadership Award.

Under Buoncore’s leadership, MAI created three pillars: take care of clients, take care of each other, and take care of the community. These principles shine through everything that MAI team does, day in and day out. Buoncore and the rest of the leadership team encourage a spirit of service among employees by planning group volunteer opportunities each year and encouraging their support of causes that are personal.

“Congratulations to our Ohio MAI team members for the recognition of their dedication and giving attitudes,” said Rick Buoncore, Managing Partner of MAI Capital. “On a personal note, I’m humbled to be honored with the Leadership Award. I owe a debt of gratitude to my team at MAI for their continued commitment to our firm, clients, and community.”

Through its 25 years, Medical Mutual, along with co-founding partner Smart Business, has recognized organizations and individuals whose efforts have made a significant impact in their communities through giving back. The Medical Mutual Pillar Award for Community Service is presented to for-profit businesses for their community service efforts, and the Kent Clapp CEO Leadership Award recognizes the top executive of a for-profit company for creating a culture of giving.

In order to be eligible for the award, individuals are required to have a physical location in the 14-county region of Northeast Ohio (Ashland, Ashtabula, Cuyahoga, Erie, Geauga, Huron, Lake, Lorain, Medina, Portage, Stark, Summit, Tuscarawas, and Wayne).  When determining honorees, the judges take into account charitable giving, volunteerism, pro bono work, and more. All of this year’s honorees demonstrate their dedication to the Northeast Ohio community. The 2022 list highlights businesses of various disciplines and sizes that make outstanding contributions to their communities in Cleveland, Columbus, and Cincinnati, Ohio.

To view this year’s lists, please visit:  https://sbnonline.com/article/2022-pillar-award-for-community-service-northeast-ohio/

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.

By clicking on the above link, you will leave MAI’s site and will be directed to a third-party site which MAI does not endorse and is not affiliated. Some third-party sites require registration or subscription to view content. Please see MAI’s disclosure page for more information.

MAI Capital Management is thrilled that Chief Human Resources Officer Lesa Evans has been recognized on the Crain’s Cleveland Business excellence in HR award list for 2022.

To qualify for the list, nominees must be based in Northeast Ohio at companies with the best people, talent, development, and culture. The ranking highlights those who have gone above and beyond to make a lasting impression in their field and breaks finalists and winners into multiple categories: Overall Excellence (Individual); Overall Excellence (Team); Employee Advocacy; Diversity, Equity, and Inclusion; and Rising Star. Lesa was selected as a winner in the Overall Excellence category for individuals.

Lesa has over 30 years of experience in the industry and has been with MAI since 2019. She has worked with various leadership and corporate teams to improve processes, create solutions and drive new initiatives at our firm. Lesa works day in and day out to ensure we have a successful and happy team here at MAI and plays a significant role in our overall culture as a business.

MAI is excited to be ranked on such a prominent list and takes pride in its dedication to client success, employee happiness, and community involvement. The firm looks forward to furthering its standing as an industry leader and seeing the future success that our team will achieve. To view this year’s list, please visit: https://www.crainscleveland.com/awards/excellence-hr-awards-2022