MAI Capital Management Management Team
Contact top employees from
MAI Capital Management
Summary
MAI Capital Management is a private company that has been in the industry for 52 years. The company currently specializes in the Financial Services area. The position of the Managing Partner is occupied by Richard J. Buoncore. Its headquarters is located at Cleveland, Ohio, USA. The MAI Capital Management annual revenue is estimated at < 1M. To connect with MAI Capital Management employee register on SignalHire.
Industries
Financial Services
Headquarters Location
Employees Size
200-500 employees
Specialties
Succession Planning, Estate Planning, Financial Planning, Investing, Retirement Planning, Tax Planning, Insurance, Wealth Management, Investment Management
DMA Code
Cleveland Metropolitan Area
Founded
1973
Operating Status
Independent Company
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Current employees switched from
Ex-employees switched to
Length of Employment
Employee tenure at MAI Capital Management shows a diverse range of experience levels:
8% have been with the company for less than 1 year13% for 1–2 years27% for 3–4 years8% for 5–7 years11% for 8–10 years33% have over 11 years of service at MAI Capital ManagementEx-employees positions
In Company
In New Company
Contact top employees from
MAI Capital Management
Meredith Berthelot
Corporate Real Estate Manager
Dexter James
Financial Advisor
Ryan Keenan
Director
James Maher
Wealth Advisor, Director for Texas
Emily Kate Vesper
Senior Revenue Analyst
Corey Hickman
Senior Applications Administrator
Nicholas Neff
Research Analyst
Steven Mathews
Portfolio Manager, Director
Brandon Rozanski
Wealth Advisor Director
Aron Wegner
Portfolio Manager, Director
Heidi Coyle
Director, Tax Services
Joe Kenderes
Recruiting Manager
Thomas Sims
Wealth Advisor, Director
Mark Daley
Director of Retirement Plans - West
Morgan Tester
Wealth Advisor
Brandon Bleile
Senior Investment Associate
Donna Jacobs
Senior Integration Advisor
Cody Jones
Security Analyst
Katherine Kelly
Portfolio Manager
Melinda Impellizzeri
Organizing Director
Sally Sanders
National Director of Retirement Operations
David Meador
Senior Managing Director
Cody James
Wealth Advisor, Director
Jason Hamilton
National Director of Retirement Plans
Steven Schoenwald
Project Management Lead & Director
Philip Noftsinger
Chief Financial Officer
Andy Meyer
Managing Director
Jim Hallman
IT Operations Director
Mike Selzer
Managing Director, Tax Services
Drew Bryant
Wealth Advisor
