Jamie Caudill

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

Jamie Caudill's Colleagues at MAI Capital Management
David Stribula

Financial Planning Team Leader

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Steve Rudolph

Managing Director

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Daphne Wedig

Senior Associate, Marketing Specialist

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Chris Barr

Director, Advisory Services

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Walter Henry

Managing Director/Portfolio Manager

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Jason Putman

Portfolio Manager

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Roberta Lemmo

Managing Director, Family Office

Contact Roberta Lemmo

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Jamie Caudill'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
Cincinnati, Ohio, United States
Company
MAI Capital Management
Jamie Caudill'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 Jamie Caudill
Jamie Caudill currently works for MAI Capital Management.
Jamie Caudill's role at MAI Capital Management is Senior Wealth Advisor.
Jamie Caudill's email address is ***@mai.capital. To view Jamie Caudill's full email address, please signup to ConnectPlex.
Jamie Caudill works in the Financial Services industry.
Jamie Caudill's colleagues at MAI Capital Management are David Stribula, Steve Rudolph, Daphne Wedig, Chris Barr, Walter Henry, Jason Putman, Roberta Lemmo and others.
Jamie Caudill's phone number is 216-920-4800
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