Rick Buoncore

Managing Partner

Cleveland, OH

LET'S CONNECT

Work Experience

  • Spearheaded the acquisition of McCormack Advisors International by his previous firm, BC Investment Partners, in 2007
  • Developed a vision of becoming the best wealth management firm in the country by following three key cultural pillars –  taking care of clients, employees, and the community
  • Guided MAI through an innovative partnership with Wealth Partners Capital Group and Galway Holdings, LP, developing a successful M&A strategy and closing 36 acquisitions as of March 31, 2024
  • Under Rick’s leadership, MAI has grown from a firm of 50 employees with $900 million in AUM to a firm with over 440 employees and more than $22B in AUM

 

Life Outside of MAI 

  • Serves on the Board of Oak Trust
  • Serves on the Advisory Board of Anderson Dubose
  • Serves on the Board of Trustees of the Playhouse Square Foundation as Vice Chair of Development and on the Nominating and Governance Committee
  • Previously held philanthropic roles:
  • Chairman Emeritus, The First Tee of Cleveland
  • Chairman of the Board, United Way of Greater Cleveland
  • Chairman of United Way of Greater Cleveland’s Endowment Committee
  • Board Member, Achievement Centers of Cleveland
  • Board of Trustees and Chairman of Investment Committee of Fordham University’s Endowment

 

Education

  • Fordham University, BS in Accounting
  • Achieved CPA, Series 7, 24, 27 & 63, all currently inactive

We look forward to learning about your financial goals.

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