Acquisitions

WaterStone Investment Counsel Joins MAI Capital Management

01.19.24

As of January 19, 2024, Waterstone Investment Counsel is now a part of MAI Capital Management.

If you are a Waterstone Investment Counsel client, you can now reach your advisor team at:

Don Brosz

Don Brosz
Senior Wealth Advisor
don.brosz@mai.capital

Mark Roberts

Mark Roberts
Senior Wealth Advisor
mark.roberts@mai.capital

Christina Yowler

Christina Yowler
Administrative Assistant
christina.yowler@mai.capital

And you will have continued access to:


As a result of our new partnership, Waterstone Investment Counsel clients will now have access to:

 

A note from Rick Buoncore, Managing Partner of MAI Capital Management:

“We are pleased to welcome WaterStone Investment Counsel to the MAI family. Their commitment to clients makes them a perfect fit for our firm. As MAI continues to expand nationally, adding new and experienced members to the team, we will continue our practice empowering our clients to simplify, protect, and grow their wealth.”

We look forward to learning about your financial goals.

CONTACT