Lynn Hallen

Financial Paraplanner Qualified ProfessionalTM at MAI Capital Management - Cleveland, Ohio, 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

Contact Biff Baker

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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, Ohio, US • 431 Employees
Financial Services

Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives easier. While many things have changed over the past 50 years, our mission as a registered investment adviser has not: we work to empower clients to simplify, protect, and grow their wealth. MAI serves the wealth management and sports & entertainment businesses, continuously expanding our clientele to include those who need specialized financial planning assistance. We are driven by a fiduciary duty to act in our clients’ best interests and have developed a variety of solutions to serve the breadth of their needs. We provide financial & estate planning, investment management, tax planning & preparation, insurance & risk management, accounting & bill pay, and philanthropy advice as well as boutique services like family office or specialized solutions to people in the sports and entertainment industries.

Mai Wealth Advisors Mai Capital
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Frequently Asked Questions about Lynn Hallen
Lynn Hallen currently works for MAI Capital Management.
Lynn Hallen's role at MAI Capital Management 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
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