Anne Marie Griffith, JD, MTax

Senior Wealth Advisor, Managing Director

Cleveland, OH


Anne Marie is a Senior Wealth Advisor at MAI Capital Management with over 30 years of professional experience.

Although she’s a native Ohioan, she began her career at The Commonwealth Fund in NYC. She then spent 8 years in private equity before returning to school to earn her Juris Doctor and Master of Taxation at The University of Akron. While in school Anne Marie worked as a tax officer in the trust department at National City Bank.

Upon graduating and passing the Ohio bar exam, Anne Marie worked for 7 years as a tax manager in public accounting at SS&G (now BDO), focusing on both US and international clients’ individual, estate, trust and gift tax needs. Wishing to expand her experience Anne Marie then worked as a senior trust advisor at PNC Private Bank for 8 years, helping clients navigate many aspects of individual, estate, trust, gift, retirement, investment and banking needs.

Community Involvement

Anne Marie taught “Taxation for Financial Planners” evenings and weekends for many years at The University of Akron She also served her community as a member of the Zoning Board of Appeals and at her church on the Finance Council.

We look forward to learning about your financial goals.