Lynn Hallen

Financial Paraplanner Qualified ProfessionalTM at MAI Capital Management - Cleveland, OH, US

Lynn Hallen's Colleagues at MAI Capital Management
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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Samantha Herman

Tax Client Service Specialist

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Aaron Ziska

Wealth Advisor, Director, Wealth Management

Contact Aaron Ziska

Brad Smith

Managing Director

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Biff Baker

Managing Director and Senior Wealth Advisor

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Lynn Hallen'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
Lynn Hallen'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 Lynn Hallen
Lynn Hallen currently works for MAI Capital Management, LLC.
Lynn Hallen's role at MAI Capital Management, LLC is Financial Paraplanner Qualified ProfessionalTM.
Lynn Hallen's email address is ***@mai.capital. To view Lynn Hallen's full email address, please signup to ConnectPlex.
Lynn Hallen works in the Financial Services industry.
Lynn Hallen's colleagues at MAI Capital Management are Valentina Hanna, Jaron Campbell, Jacob Koehler, Samantha Herman, Aaron Ziska, Brad Smith, Biff Baker and others.
Lynn Hallen's phone number is 216-920-4800
See more information about Lynn Hallen