Nicholas Kaplan

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

Nicholas Kaplan's Colleagues at MAI Capital Management
Robert Dzurilla

Director, Tax Services

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Christopher Barnes

Insurance & Financial Planning Team Associate

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Andrew Zalic

Portfolio Manager

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Mitchell Herringshaw

Senior Associate-Team Lead

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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
Email (Verified)
***@mai.capital
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Mobile Number
(XXX) XXX-XXXX
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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, 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 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
See more information about Nicholas Kaplan