MAI Capital Management has made another substantial acquisition, buying Halpern Financial, a registered investment advisory firm with $1.2 billion in assets under management.

Cleveland-based wealth management firm MAI Capital Management partners with fintech iCapital to streamline and scale its custom alternative investment platform.

Rick is the Managing Partner of MAI Capital Management (“MAI”). He joined MAI in 2007 as a result of the acquisition of McCormack Advisors International by BC Investment Partners (“BC ...

MAI Capital said it's moving its headquarters from downtown Cleveland to suburban Independence. The company's headquarters are currently located at 1360 E. 9th St. in Cleveland and company ...

MAI Capital Management has hired a veteran financial advisor to professional athletes and entertainers at its MAI Sports + Entertainment Division.

MAI Capital Management, a fee-based registered investment advisor in Cleveland that specializes in serving professional athletes and entertainers, said it has expanded its footprint in Ohio and ...

MAI Capital Management's roots trace back to 1973, when IMG founder Mark McCormack started a firm to manage the finances of athletes. Working with stars in sports and entertainment, then, is old hat ...

Pressure to reduce fees, the expense of scaling investment businesses and aging among many small practitioners has created a ripe M&A environment for the Cleveland-headquartered firm, which has ...

MAI Capital Management, LLC (“MAI”), a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals and families, today ...

MAI Capital Management, a registered investment adviser, today announced the acquisition of WaterStone Investment Counsel.

MAI Capital Management, LLC (“MAI”), a leading independent registered investment adviser that specializes in comprehensive investment and financial pl ...