Firm
- - - Our Firm
- - - We are partners and fiduciaries on a mission to shape the future of advice to help make a significant and positive impact on the lives and well-being of our clients.
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- - - Our Team
- - - We are a story of authenticity, diversity, purpose, and values driven by an in-house team that blends the entrepreneurial spirit of a boutique firm with the comprehensive resources of an established leader.
  - - Our Offices
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Chris Pauletta, FPQP®

Senior Client Service Wealth Advisor & Team Leader, Director

Cleveland, OH

Designations

Work Experience

Responsible for family office services and financial planning
Has played an active role in the establishment of trust practices and procedures regarding the Family Office’s largest and most complex clients
Prior to MAI, worked in the international accounting group of Ferro Corporation

Education