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MAI Capital acquires California wealth manager focused on athletes, entertainers

The acquisition marks the seventh by MAI since taking on a private equity-backed owner in 2021.

United statesRick buoncoreJoe mcleanGalway insurance holdingsWealth partners capital group of floridaIntersect capitalSan ramonWest coastWealth partners capital group

Joe McLean and Intersect Capital Join in Growth of MAI Capital Management

Joe McLean and Intersect Capital Join in Growth of MAI Capital Management
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United statesJohn hahnKara lesterRick buoncoreJoe mcleanGalway holdingsIntersect capitalManaging partnerExecutive chairmanManaging partner rick

MAI Capital Management Acquires Winfield Associates

MAI headquarters in Cleveland absorbs local team with $368M AUM.

New yorkUnited statesNorth carolinaWilliam winfield bakerRick buoncoreMarkq haleyWinfield associatesJencap holdingsBiff bakerGalway holdingsMonarch businessWealth managementManaging partner rick buoncore

MAI Adds Two Advisors With Combined $888M in Assets

MAI Managing Partner Rick Buoncore discusses the deals, as well as his plans to build out new trust services and 401(k) verticals at his firm.

New yorkUnited statesBarry klarbergRick buoncorePatrick gingrasSteve traxEntertainment divisionInsurance solutionsGalway holdingsLadenburg thalmannJencap holdingsReliance trust company of delawareAdvisor groupArden trust companyMonarch businessWealth management

MAI Capital expands to Connecticut

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.

New yorkUnited statesCara wardleyRick buoncorePatrick gingrasGalway insurance holdingsWealth partners capital group of floridaNutmeg stateBrenton point wealth advisorsNew englandWealth partners capital groupMonarch businessWealth managementRegal wealth management

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