Nicholas Kaplan

Wealth Advisor at MAI Capital Management - Cleveland, Ohio, US

Nicholas Kaplan's Colleagues at MAI Capital Management
Christopher Barnes

Insurance & Financial Planning Team Associate

Contact Christopher Barnes

Dana Clapham

Senior Associate, Wealth Management

Contact Dana Clapham

Maria Grinberg

Financial Analyst and Accountant

Contact Maria Grinberg

Theresa McKinney

Director, Client Tax Services

Contact Theresa McKinney

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Nicholas Kaplan's Contact Details
HQ
(216) 920-4800
Location
Strongsville, Ohio, United States
Company
MAI Capital Management
Nicholas Kaplan'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.

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Frequently Asked Questions about Nicholas Kaplan
Nicholas Kaplan currently works for MAI Capital Management.
Nicholas Kaplan's role at MAI Capital Management is Wealth Advisor.
Nicholas Kaplan's email address is ***@mai.capital. To view Nicholas Kaplan's full email address, please signup to ConnectPlex.
Nicholas Kaplan works in the Financial Services industry.
Nicholas Kaplan's colleagues at MAI Capital Management are Robert Dzurilla, Christopher Barnes, Andrew Zalic, Mitchell Herringshaw, Dana Clapham, Maria Grinberg, Theresa McKinney and others.
Nicholas Kaplan's phone number is (216) 920-4800
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