Dave Smith

Team Lead at MAI Capital Management - Cleveland, Ohio, US

Dave Smith's Colleagues at MAI Capital Management
Ryan Ashley

Managing Director, Senior Wealth Advisor

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William Collins

Managing Director

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William Cosgrove

Product Management Specialist, Senior Associate

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Meredith Berthelot

Senior Integration Advisor

Contact Meredith Berthelot

Mike Selzer

Director, Tax Services

Contact Mike Selzer

John Ruby

Director

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Erica Dobie

Director, Business Finance Manager

Contact Erica Dobie

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Dave Smith's Contact Details
Email (Verified)
***@mai.capital
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Mobile Number
(XXX) XXX-XXXX
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HQ
(216) 920-4800
Location
Company
MAI Capital Management
Dave Smith's Company Details
MAI Capital Management logo, MAI Capital Management contact details

MAI Capital Management

Cleveland, Ohio, US • 431 Employees
Financial Services

Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives easier. While many things have changed over the past 50 years, our mission as a registered investment adviser has not: we work to empower clients to simplify, protect, and grow their wealth. MAI serves the wealth management and sports & entertainment businesses, continuously expanding our clientele to include those who need specialized financial planning assistance. We are driven by a fiduciary duty to act in our clients’ best interests and have developed a variety of solutions to serve the breadth of their needs. We provide financial & estate planning, investment management, tax planning & preparation, insurance & risk management, accounting & bill pay, and philanthropy advice as well as boutique services like family office or specialized solutions to people in the sports and entertainment industries.

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Frequently Asked Questions about Dave Smith
Dave Smith currently works for MAI Capital Management.
Dave Smith's role at MAI Capital Management is Team Lead.
Dave Smith's email address is ***@mai.capital. To view Dave Smith's full email address, please signup to ConnectPlex.
Dave Smith works in the Financial Services industry.
Dave Smith's colleagues at MAI Capital Management are Ryan Ashley, William Collins, William Cosgrove, Meredith Berthelot, Mike Selzer, John Ruby, Erica Dobie and others.
Dave Smith's phone number is (216) 920-4800
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