Julie Zimmerman

Client Services Specialist at MAI Capital Management - Cleveland, OH, US

Julie Zimmerman's Colleagues at MAI Capital Management
Lindsay Hunt

Compliance Specialist

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Jessica Barnes

Human Resources Recruiting Specialist

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Andrew Matejin

Financial Planning Specialist, Associate

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Marybeth Setele

Financial Planning Specialist

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Colleen Slife

manager of corporate communications

Contact Colleen Slife

Jennifer Trax

Business Development Consultant, MAI Sports + Entertainment

Contact Jennifer Trax

Josh Danforth

Senior Wealth Advisor

Contact Josh Danforth

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Julie Zimmerman'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
Julie Zimmerman'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 Julie Zimmerman
Julie Zimmerman currently works for MAI Capital Management, LLC.
Julie Zimmerman's role at MAI Capital Management, LLC is Client Services Specialist.
Julie Zimmerman's email address is ***@mai.capital. To view Julie Zimmerman's full email address, please signup to ConnectPlex.
Julie Zimmerman works in the Financial Services industry.
Julie Zimmerman's colleagues at MAI Capital Management are Lindsay Hunt, Jessica Barnes, Andrew Matejin, Marybeth Setele, Colleen Slife, Jennifer Trax, Josh Danforth and others.
Julie Zimmerman's phone number is 216-920-4800
See more information about Julie Zimmerman