Katherine Kelly

Wealth Management Associate at MAI Capital Management - Cleveland, OH, US

Katherine Kelly's Colleagues at MAI Capital Management
Jason CFA

Portfolio Manager

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Christopher Buoncore

Research Analyst

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Richard Buoncore

Managing Partner

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Mark Cleary

Associate Weath Management

Contact Mark Cleary

Justin Slaby

Senior Associate Client Tax Services

Contact Justin Slaby

Meghan Smith

Associate

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Bronson Ziemke

Tax Associate

Contact Bronson Ziemke

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Katherine Kelly'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
Katherine Kelly'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 Katherine Kelly
Katherine Kelly currently works for MAI Capital Management, LLC.
Katherine Kelly's role at MAI Capital Management, LLC is Wealth Management Associate.
Katherine Kelly's email address is ***@mai.capital. To view Katherine Kelly's full email address, please signup to ConnectPlex.
Katherine Kelly works in the Financial Services industry.
Katherine Kelly's colleagues at MAI Capital Management are Jason CFA, Christopher Buoncore, Richard Buoncore, Mark Cleary, Justin Slaby, Meghan Smith, Bronson Ziemke and others.
Katherine Kelly's phone number is 216-920-4800
See more information about Katherine Kelly