Erica Morgan

associate- corporate accounting at MAI Capital Management - Cleveland, OH, US

Erica Morgan's Colleagues at MAI Capital Management
Doug Wiedemann

associate, planning team

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Robert III

Accountant

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Meredith Grimm

Marketing Coordinator

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Leslie Zelvis

client accountant

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Zachary Holtmeier

Associate Investment Specialist

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Andrew Castillo

Client Accountant Specialist Associate

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Rahim Ibragimov

information technology manager

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Erica Morgan'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
Erica Morgan'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
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Frequently Asked Questions about Erica Morgan
Erica Morgan currently works for MAI Capital Management LLC.
Erica Morgan's role at MAI Capital Management LLC is associate- corporate accounting.
Erica Morgan's email address is ***@mai.capital. To view Erica Morgan's full email address, please signup to ConnectPlex.
Erica Morgan works in the Financial Services industry.
Erica Morgan's colleagues at MAI Capital Management are Doug Wiedemann, Robert III, Meredith Grimm, Leslie Zelvis, Zachary Holtmeier, Andrew Castillo, Rahim Ibragimov and others.
Erica Morgan's phone number is 216-920-4800
See more information about Erica Morgan