Lu Morrison

managing director at MAI Capital Management - Cleveland, OH, US

Lu Morrison's Colleagues at MAI Capital Management
Andrew Powers

Wealth Management Technology Business Partner

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Rachel Berry

Senior Client Service Specialist

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Andzejs Hains

Mental Health Specialist

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Dolly Dudley

Sr. Wealth Client Service Specialist

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Shirley Titchenell

chief operating officer

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Julie Zimmerman

Client Services Specialist

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Lindsay Hunt

Compliance Specialist

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Lu Morrison'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
Lu Morrison'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 Lu Morrison
Lu Morrison currently works for MAI Capital Management LLC.
Lu Morrison's role at MAI Capital Management LLC is managing director.
Lu Morrison's email address is ***@mai.capital. To view Lu Morrison's full email address, please signup to ConnectPlex.
Lu Morrison works in the Financial Services industry.
Lu Morrison's colleagues at MAI Capital Management are Andrew Powers, Rachel Berry, Andzejs Hains, Dolly Dudley, Shirley Titchenell, Julie Zimmerman, Lindsay Hunt and others.
Lu Morrison's phone number is 216-920-4800
See more information about Lu Morrison