Zachary Holtmeier

Associate Investment Specialist at MAI Capital Management - Cleveland, OH, US

Zachary Holtmeier's Colleagues at MAI Capital Management

Andrew Castillo

Client Accountant Specialist Associate

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Rahim Ibragimov

information technology manager

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Lynn Hallen

Financial Paraplanner Qualified ProfessionalTM

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Jaron Campbell

associate equity analyst

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Jacob Koehler

Investment Operations Specialist

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Samantha Herman

Tax Client Service Specialist

Contact Samantha Herman

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Zachary Holtmeier'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

Zachary Holtmeier's Company 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

Details about MAI Capital Management

Frequently Asked Questions about Zachary Holtmeier

Zachary Holtmeier currently works for MAI Capital Management LLC.

Zachary Holtmeier's role at MAI Capital Management LLC is Associate Investment Specialist.

Zachary Holtmeier's email address is ***@mai.capital. To view Zachary Holtmeier's full email address, please signup to ConnectPlex.

Zachary Holtmeier works in the Financial Services industry.

Zachary Holtmeier's colleagues at MAI Capital Management are Andrew Castillo, Rahim Ibragimov, Lynn Hallen, Valentina Hanna, Jaron Campbell, Jacob Koehler, Samantha Herman and others.

Zachary Holtmeier's phone number is 216-920-4800