Leslie Zelvis

client accountant at MAI Capital Management - Cleveland, OH, US

Leslie Zelvis's Colleagues at MAI Capital Management
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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Lynn Hallen

Financial Paraplanner Qualified ProfessionalTM

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Valentina Hanna

Associate Intern

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Jaron Campbell

associate equity analyst

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Jacob Koehler

Investment Operations Specialist

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Leslie Zelvis'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
Leslie Zelvis'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 Leslie Zelvis
Leslie Zelvis currently works for MAI Capital Management LLC.
Leslie Zelvis's role at MAI Capital Management LLC is client accountant.
Leslie Zelvis's email address is ***@mai.capital. To view Leslie Zelvis's full email address, please signup to ConnectPlex.
Leslie Zelvis works in the Financial Services industry.
Leslie Zelvis's colleagues at MAI Capital Management are Zachary Holtmeier, Andrew Castillo, Rahim Ibragimov, Lynn Hallen, Valentina Hanna, Jaron Campbell, Jacob Koehler and others.
Leslie Zelvis's phone number is 216-920-4800
See more information about Leslie Zelvis