Patrick McDonald

Director at MAI Capital Management - Cleveland, OH, US

Patrick McDonald's Colleagues at MAI Capital Management
John Kleponis

Director of Wealth Management

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Cara Wardley

Business Operations Manager & Director

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Mike Beaulieu

managing director

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Chris CFP

Managing Director

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Aron Wegner

Portfolio Manager, Director

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Jennifer Miller

Director and International Equity Portfolio Manager

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Barry Klarberg

Senior Managing Director

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Patrick McDonald'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
Patrick McDonald'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 Patrick McDonald
Patrick McDonald currently works for MAI Capital Management, LLC.
Patrick McDonald's role at MAI Capital Management, LLC is Director.
Patrick McDonald's email address is ***@mai.capital. To view Patrick McDonald's full email address, please signup to ConnectPlex.
Patrick McDonald works in the Financial Services industry.
Patrick McDonald's colleagues at MAI Capital Management are John Kleponis, Cara Wardley, Mike Beaulieu, Chris CFP, Aron Wegner, Jennifer Miller, Barry Klarberg and others.
Patrick McDonald's phone number is 216-920-4800
See more information about Patrick McDonald