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MAI Capital acquires Florida firm MWM Investment Consulting
Rick Buoncore, MAI Capital Management managing partner.
MAI Capital Management has announced the acquisition of MWM Investment Consulting, a Naples, Fla.-based registered investment advisor (RIA) that adds about $100 million in assets under management (AUM) to MAI.
Financial terms of the deal, which enhances MAI s presence in the Florida market, were not disclosed.
MWM was founded in 2009 by Matthew Mathias, who joins MAI as a regional president and managing director with the acquisition. MWM senior vice president Richard Beebe joins MAI as a senior wealth adviser and managing director. Expanding our presence in Florida has been a long-standing goal for MAI, said MAI managing partner Rick Buoncore in a statement. We prioritize partnering with leaders and firms who share our approach to working with clients. MWM is known within its community for providing personalized, objective and transparent investment advice, clos