Shannon Heffner

Director at MAI Capital Management - Cleveland, Ohio, US

Shannon Heffner's Colleagues at MAI Capital Management
Leah Detwiler

Director

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Holly Cavalier

Chief Compliance Officer

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Thomas Marra

Director, Portfolio Manager

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John Dovich

Regional Managing Director and Partner

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Devin Fraley

Portfolio Manager, Sr. Associate

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Theresa Stevenson

Associate, Client Accounting

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Eli Haslage

Information Technology Technical Lead

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Shannon Heffner'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
Shannon Heffner'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 Shannon Heffner
Shannon Heffner currently works for MAI Capital Management.
Shannon Heffner's role at MAI Capital Management is Director.
Shannon Heffner's email address is ***@mai.capital. To view Shannon Heffner's full email address, please signup to ConnectPlex.
Shannon Heffner works in the Financial Services industry.
Shannon Heffner's colleagues at MAI Capital Management are Leah Detwiler, Holly Cavalier, Thomas Marra, John Dovich, Devin Fraley, Theresa Stevenson, Eli Haslage and others.
Shannon Heffner's phone number is (216) 920-4800
See more information about Shannon Heffner