MAI Capital Management Expands Presence in Florida With Addition of Liberty Private Client
MAI Capital Management (“MAI”), a registered investment advisor (RIA) focused on empowering clients to simplify, protect and grow their wealth, today announced the acquisition of Liberty Private Client, LLC (“Liberty”), a Fort Myers, Florida-based RIA managing $245 million in client assets for individuals, families, organizations and corporations. Terms of the transaction were not disclosed.
MAI Capital Management Doubles Down on Organic Growth; Announces New Chief Marketing Officer
MAI Capital Management (“MAI”), a registered investment advisor (RIA) focused on empowering clients to simplify, protect and grow their wealth, today announced the hiring of Kathleen Alcorn as Chief Marketing Officer (“CMO”). Alcorn's appointment signals the latest step in MAI's strategy to elevate the firm into an industry-leading RIA, building on the momentum of its acquisition of Los Angeles-based Evoke Advisors. By investing in firms and talent that strengthen its national presence, MAI is enhancing both the client and advisor experience, while positioning the company for sustained growth.
J.W. Coons Advisors Joins MAI Capital Management
MAI Capital Management (“MAI”), a registered investment advisor (RIA) focused on empowering clients to simplify, protect and grow their wealth, today announced the acquisition of J.W. Coons Advisors, LLC (“Coons Advisors”). Terms of the transaction were not disclosed.
Summit Financial Advisors Joins MAI Capital Management
MAI Capital Management (“MAI”), a registered investment advisor (RIA) focused on empowering clients to simplify, protect and grow their wealth, today announced the acquisition of Summit Financial Advisors, LLC (“Summit”). Terms of the transaction were not disclosed.
MAI Capital Management Announces Strategic Partnership with Evoke Advisors
MAI Capital Management (“MAI”), a registered investment advisor (RIA) focused on empowering clients to simplify, protect and grow their wealth, today announced it has strategically partnered with Evoke Advisors (“Evoke”), a Los Angeles based RIA.
MAI Capital Management Expands Sports and Entertainment Services with Recent Additions
MAI Capital Management (“MAI”), a leading registered investment advisory firm focused on empowering clients to simplify, protect, and grow their wealth, today announces the addition of key contributors from Cincinnati-based Constellation Sports Council (“CSC”), a privately held wealth management firm serving professional athletes.
Halpern Financial Joins MAI Capital Management
MAI Capital Management, LLC (“MAI”), a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals and families, today announced the acquisition of Halpern Financial (“Halpern”). Terms of the transaction were not disclosed.
Joe McLean and Intersect Capital Join in Growth of MAI Capital Management
MAI Capital Management (“MAI”), a registered investment adviser amplifies its national growth strategy by partnering with Joe McLean and Intersect Capital (“Intersect”). Intersect, a California-based wealth management firm has a shared client-centric philosophy, which is at the heart of MAI’s vision of taking care of their clients’ financial and business affairs so that their clients can stay fully focused on their passion.
