Roberta Lemmo

Managing Director, Family Office at MAI Capital Management - Cleveland, OH, US

Roberta Lemmo's Colleagues at MAI Capital Management
David Clare

Senior Trader

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Anthony Knox

Network Administrator

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Nicholas McCreary

Wealth Advisor, Director

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Aaron Asta

Senior System Engineer

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Kurt Nye

Managing Director and Portfolio Manager

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Chris Brennan

Managing Director, Wealth Management

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Grace Jaehnen

Client Service Specialist

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Roberta Lemmo'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
Cleveland, Ohio, United States
Company
MAI Capital Management
Roberta Lemmo'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 Roberta Lemmo
Roberta Lemmo currently works for MAI Capital Management.
Roberta Lemmo's role at MAI Capital Management is Managing Director, Family Office.
Roberta Lemmo's email address is ***@mai.capital. To view Roberta Lemmo's full email address, please signup to ConnectPlex.
Roberta Lemmo works in the Financial Services industry.
Roberta Lemmo's colleagues at MAI Capital Management are David Clare, Anthony Knox, Nicholas McCreary, Aaron Asta, Kurt Nye, Chris Brennan, Grace Jaehnen and others.
Roberta Lemmo's phone number is 216-920-4800
See more information about Roberta Lemmo