Dana FPQP

Senior Associate, Wealth Management at MAI Capital Management - Cleveland, OH, US

Dana FPQP's Contact Details
HQ
216-920-4800
Location
Company
MAI Capital Management
Dana FPQP's Company Details
MAI Capital Management logo, MAI Capital Management contact details

MAI Capital Management

Cleveland, OH, US • 250 - 499 Employees
Financial Services

MAI Capital Management ("MAI") is a full-service wealth manager and registered investment adviser (RIA) that caters to the financial planning and investment needs of high-net-worth individuals, ultra-high-net-worth families, successful business owners, and professional athletes. MAI also provides targeted investment solutions for financial advisors and institutional investors. MAI is solutions-focused and dedicated to providing excellent client service. The firm supports this philosophy by creating a culture that promotes collaboration and innovation and places a high priority on attracting, developing and retaining experienced individuals.Founded in 1973, MAI is a SEC-registered investment advisor with $14.4 billion in assets under management and more than 275 employees as of March 31, 2022.

Integrated Wealth Management Family Office Services Investment Management Open Architecture RIA Retirement Planning Estate Planning Tax Planning Portfolio Management Succession Planning RIA M&A RIA M&A
Details about MAI Capital Management
Frequently Asked Questions about Dana FPQP
Dana FPQP currently works for MAI Capital Management, LLC.
Dana FPQP's role at MAI Capital Management, LLC is Senior Associate, Wealth Management.
Dana FPQP's email address is ***@mai.capital. To view Dana FPQP's full email address, please signup to ConnectPlex.
Dana FPQP works in the Financial Services industry.
Dana FPQP's colleagues at MAI Capital Management are Martin Christ, Brandon Bleile, Stuart Landes, Maria MAcc, Alex Mayes, Jeffrey Stark, Juliana Babasuli and others.
Dana FPQP's phone number is 216-920-4800
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