MAI Capital Management

Q: What is MAI Capital Management's company size?

Mai capital management has 201 - 500 people working.

Financial Services

Specialities :

Succession planning

Estate planning

Financial planning

Investing

Retirement planning

Revenue

11M - 100M

Total Funding

Size

201 - 500

About Us

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

Contact Information

Cleveland , Ohio , United States

ehuss@mai.capital

mai.capital

MAI Capital Management Org Chart

MAI Capital Management

(Financial Services)

201 - 500

Eric Flett

CEO and Principal

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James Kacic

Chief Financial Officer

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Employees

Total Employees:
297

Top Contacts:
44

C-Level 0	VP - Level4
Director-	Manager40
Others271

Employees Working At MAI Capital Management

Jim Kacic

Managing Partner Chief Operating Officer

Chris Grisanti

Chief Equity Strategist Senior Portfolio Manager

James Kacic

Chief Financial Officer

Shirley Titchenell

Chief Operating Officer

Noel Vonuelos

Senior Wealth Advisor Director

MAI Capital Management Email Formats

Structure	Email Format
<f><last>@	Smith@mai.capital
<first>.<last>@	John.Smith@mai.capital
<first>@	John@mai.capital

Buyer Intent

Pain Points	Locations	Technologies
Account Payable	Atlanta, GA	financial, k
Account Payable	Cleveland, OH	hoc, audit, financial, compliance, risk
Account Payable	Independence, OH	customer service, macos, network infrastructure, audit, compliance, directory, active directory, billing, data analysis, market data, troubleshooting, networking, procedure, client service, workflow, communication, integrity, bi, windows server, voice, route, mobile, k, sharepoint, scope, c, desktop security, protection, printing, payroll, windows, payment, collaboration, encryption, database, hoc, infrastructure, basic, financial, Agile, e, testing, forecasting, risk, data management, security, operations, server
Account Payable	Los Angeles, CA	communication, integrity, financial, compliance, collaboration, forecasting, billing, operations, k
Account Payable	Madison, CT	financial, integrity

Trigger

Tech Stack Used By MAI Capital Management

A quick view of products employed by MAI Capital Management

Netsuite

Access

Acrobat

Adp

Augment

List of technologies used by MAI Capital Management

Agile

Active directory

Analytics

Audit

Languages Used By MAI Capital Management

Basic C E Hoc K Sql

OS Used By MAI Capital Management

Integrity Macos Scope Windows server

Jobs at MAI Capital Management

Hiring 2024-08-08 08:25:26

Senior Wealth Advisor

Bethesda, MD

GENERAL JOB DESCRIPTIONAccomplished and highly proven at acquiring new clients by leveraging thei...

Hiring 2024-03-16 22:25:21

Director of MAI Retirement Plan Sales- West Coast

San Ramon, CA

GENERAL JOB DESCRIPTIONThe Director of Retirement Plan Sales, West Coast, for MAI Retirement lead...

Hiring 2024-03-16 22:19:25

Senior Forecast, Planning & Analysis Analyst

Independence, OH

GENERAL JOB DESCRIPTIONThe Sr. Forecast, Planning & Analysis Analyst is responsible for forecasti...

Hiring 2024-03-17 16:32:35

Tax Specialist

Independence, OH

GENERAL JOB DESCRIPTIONThe Tax Specialist in the Tax Department is responsible for supporting all...

Hiring 2024-03-17 15:46:17

Assistant Controller

Independence, OH

GENERAL JOB DESCRIPTIONThe Assistant Controller is responsible for all aspects of the general led...

Hiring 2024-03-17 17:06:34

Wealth Advisor

Naples, FL

GENERAL JOB DESCRIPTIONThe Wealth Advisor will be responsible for supporting and implementing MAI...

Hiring 2024-04-17 20:45:21

Operations Specialist

Independence, OH

GENERAL JOB DESCRIPTIONThe Operations Specialist is responsible for processing a variety of daily...

Hiring 2024-03-17 16:32:35

Tax Specialist

Independence, OH

GENERAL JOB DESCRIPTIONThe Tax Specialist in the Tax Department is responsible for supporting all...

Frequently Asked Questions About MAI Capital Management

What does Mai capital management do?+

What are Mai capital management's specialties? +

Succession planning,estate planning,financial planning,investing,retirement planning,tax planning,insurance,wealth management,and investment management