Steve Trax

Regional Managing Director at MAI Capital Management - Cleveland, OH, US

Steve Trax's Colleagues at MAI Capital Management
Tony Davis

Director

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Chuck Sinito

senior network systems engineer, director of it

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Mark Summers

chief operations officer and managing director

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Shirley IACCP

Chief Operating Officer

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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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Steve Trax'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
Reston, Virginia
Company
MAI Capital Management
Steve Trax'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 Steve Trax
Steve Trax currently works for MAI Capital Management.
Steve Trax's role at MAI Capital Management is Regional Managing Director.
Steve Trax's email address is ***@mai.capital. To view Steve Trax's full email address, please signup to ConnectPlex.
Steve Trax works in the Financial Services industry.
Steve Trax's colleagues at MAI Capital Management are Tony Davis, Chuck Sinito, Mark Summers, Shirley IACCP, Jerry Gray, John CFA, Majnu Sai and others.
Steve Trax's phone number is 216-920-4800
See more information about Steve Trax