The Cleveland-based registered investment adviser recruited the co-president of Brenton Point Wealth Advisors in Madison, Connecticut, to establish the firm's presence there. The latest expansion gives MAI a presence in 12 states.
It's the first acquisition announced by MAI in 2022, though the deal actually closed in December. The transaction builds on the RIA's growing national presence and, more specifically, its sports and entertainment and family office practices.
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