MAI Capital Management

Congratulations to Lauren Lippert, CPA, CFP?, who was named a 2024 Excellence Awardee in the InvestmentNews Women to Watch Rising Star of the Year category. Lauren works on our Family Office team and is passionate about serving her clients and their families while also dedicating time as the President Elect on the Board of the Financial Planning Association of Northeast Ohio.? See the entire list of finalists here: https://lnkd.in/gW7Ny4r4 *Winner to be announced in November

In case you missed it… Joe McLean, Managing Partner, Family Office, was named to the Barron's Top 100 Independent Advisors ranking! "We've had the privilege of serving some of the most extraordinary people and families throughout my career,” said McLean. "Selfishly I can say I have one of the best jobs in the world." https://lnkd.in/e_BbvKfp

“We were drawn to the Halpern team because of their passion for not only managing their clients’ money, but also providing them with the #financial education they need to thrive for the long term,” said Rick Buoncore, Executive Chairman at MAI. “Ted and his team have longstanding success in valuing, uplifting, and serving their clients, and we look forward to partnering with them to continue that work.” https://lnkd.in/en-SFtV4

At MAI, we take care of the community. Mark Van Drunen, Rafael J Perez, Kim Wilson, and Andrew Marusic represented MAI by biking 50 miles in the VeloSano Bike to Cure! VeloSano connects the cancer community with Cleveland Clinic’s expanding global impact in research, innovation, and care and ensures an accelerated path to finding cures. #VeloSano #cancerresearch #BikeToCure

Experiencing a sudden #financial windfall can be exhilarating and overwhelming. Read our latest Insight to learn some actionable steps to help ease stress, use your wealth wisely, and maintain its longevity for generations: https://lnkd.in/ee-5jreZ

We are excited to welcome Bolan Capital Management, our seventh acquisition this year, to the team. “We are thrilled to bring the BCM team on board as we continue to build out our footprint in Cincinnati and the larger region” said Ed Kuresman, CFA, Regional President & Market Leader at MAI. “Brian and his team bring a unique perspective and successful track record advising clients working across industries, such as academia and healthcare, driving the region forward, and matching our passion for serving clients across generations.” https://lnkd.in/eTRuimYq

At MAI, we value taking care of the community. Lynne M Lawrence, Portfolio Manager, not only serves on the Board of Directors at the Rainey Institute, but she also plays a role in the MAI Internal Women’s Network. Over the past year, she has worked collectively with the committee to organize a number of informational sessions, multiple donations to Comfort Cases, Inc., and is currently in the process of organizing a holiday donation drive. Learn more about Lynne: https://lnkd.in/eJjW3vGS

MAI Capital Management has been recognized on the esteemed Barron's Top 100 RIA firms list for 2024, ranking 19th out of 100 firms. “This recognition is a testament to our unwavering commitment to our clients, which has allowed our firm to experience strong growth in the business. Since our inception in 1973, we have built a culture of service that underpins everything we do,” said Rick Buoncore, Executive Chairman. “The team at Barron’s works meticulously to create this list that most importantly, serves as a tool that can help clients find the right RIA. We are proud to be included and wouldn’t be where we are without the trust of our clients and the passion our teams show for serving them.” Read more: https://lnkd.in/eW5RYGCf On September 13, 2024, MAI Capital Management placed 19th?out of 100 firms on Barron’s 2024Top RIA Firms list). To be considered, applicants were required to complete a detailed survey of more than 100 questions, based on information provided as of June 30, 2024, with the firm’s ADV informing the majority of responses. Firms were ranked based on various qualitative and quantitative factors. In 2024, Barron’s has separated out 7 megafirms that manage 2% or more of the total assets of firms included in the rankings.?MAI paid $25,000 in 2024 to use the Barron’s logo in advertising.?

Barry Klarberg from MAI Capital Management, which is part of Galway's family of companies, hosted Urban Meyer in his sports management class over a week ago! Check it out here: https://lnkd.in/gF6SQmcj

Please join us in welcoming Philip Noftsinger, CPA, and JP Pattinson who are joining MAI as Chief Financial Officer and Chief Digital and Technology Officer, respectively. ? Both are experienced leaders who will help us enhance our internal infrastructure and invest in innovative technologies so that we can continue to provide high touch service to clients, support our advisors, and drive our business forward. We are thrilled to welcome them to the team. https://lnkd.in/eJHmzRcr