Shirley IACCP

Chief Operating Officer at MAI Capital Management - Cleveland, OH, US

Shirley IACCP's Colleagues at MAI Capital Management
Jerry Gray

Chief Investment Officer

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John CFA

Chief Investment Officer

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Majnu Sai

Textile Designer

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Patrick McDonald

Director

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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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Shirley IACCP'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
Shirley IACCP'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 Shirley IACCP
Shirley IACCP currently works for MAI Capital Management, LLC.
Shirley IACCP's role at MAI Capital Management, LLC is Chief Operating Officer.
Shirley IACCP's email address is ***@mai.capital. To view Shirley IACCP's full email address, please signup to ConnectPlex.
Shirley IACCP works in the Financial Services industry.
Shirley IACCP's colleagues at MAI Capital Management are Jerry Gray, John CFA, Majnu Sai, Patrick McDonald, John Kleponis, Cara Wardley, Mike Beaulieu and others.
Shirley IACCP's phone number is 216-920-4800
See more information about Shirley IACCP