Rafael Cfp

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

Rafael Cfp's Colleagues at MAI Capital Management
John Zaller

Chief Investment Officer

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Debbie Goodell

Sr. Administrative Assistant

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Aryan Dahiya

Teacher

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Lorraine Maluleke

Administrator

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Karen Fedchock

Marketing Director, Managing Director

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Paul Yanke

Client Accountant

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Kenneth Ostrowski

Managing Director-Institutional Sales

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Rafael Cfp'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
Aurora,Ohio,United States
Company
MAI Capital Management
Rafael Cfp'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 Rafael Cfp
Rafael Cfp currently works for MAI Capital Management, LLC.
Rafael Cfp's role at MAI Capital Management, LLC is Director, Senior Wealth Advisor.
Rafael Cfp's email address is ***@mai.capital. To view Rafael Cfp's full email address, please signup to ConnectPlex.
Rafael Cfp works in the Financial Services industry.
Rafael Cfp's colleagues at MAI Capital Management are John Zaller, Debbie Goodell, Aryan Dahiya, Lorraine Maluleke, Karen Fedchock, Paul Yanke, Kenneth Ostrowski and others.
Rafael Cfp's phone number is 216-920-4800
See more information about Rafael Cfp