John CFA

Chief Investment Officer at MAI Capital Management - Cleveland, OH, US

John CFA's Colleagues at MAI Capital Management
Majnu Sai

Textile Designer

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Patrick McDonald

Director

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John Kleponis

Director of Wealth Management

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Cara Wardley

Business Operations Manager & Director

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Mike Beaulieu

managing director

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Chris CFP

Managing Director

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Aron Wegner

Portfolio Manager, Director

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John CFA'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
John CFA'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 John CFA
John CFA currently works for MAI Capital Management, LLC.
John CFA's role at MAI Capital Management, LLC is Chief Investment Officer.
John CFA's email address is ***@mai.capital. To view John CFA's full email address, please signup to ConnectPlex.
John CFA works in the Financial Services industry.
John CFA's colleagues at MAI Capital Management are Majnu Sai, Patrick McDonald, John Kleponis, Cara Wardley, Mike Beaulieu, Chris CFP, Aron Wegner and others.
John CFA's phone number is 216-920-4800
See more information about John CFA