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MAI Capital acquires Asset Management Group of Illinois | Crain s Cleveland Business

The deal marks the company's 12th acquisition since partnering with private equity-backed Galway Insurance Holdings in 2021.

United statesRyan hannifanGlenn movishPhil coleRick buoncoreAnna bennerGalway insurance holdingsWealth partners capital group of floridaAsset management group of northbrookAsset management groupWealth partners capital groupWiener financial management

MAI Capital names KeyBank veteran Tony Amador as its new CFO | Crain s Cleveland Business

Tony Amador takes on the CFO role as the firm's prior CFO moves into a new position as president of mergers and acquisitions for the growing company.

United statesTony amadorRick buoncoreJim kacicGalway insurance holdingsPoint business group of jacksonvilleJoseph academyWealth partners capital group of floridaWest point business groupShared servicesWealth partners capital group

MAI Capital s latest acquisition enables the launch of MAI Retirement division

MAI's acquisition of West Point Business Group of Florida marks the firm's 10th strategic add-on since the second half of 2021.

United statesWest pointRick buoncoreClayton perryKeola elobtGalway insurance holdingsPoint business group of jacksonvilleWealth partners capital group of floridaWest point business groupWealth partners capital groupPrime investment advisors

MAI Capital acquires Maryland investment advisory firm

Prime Investment Advisors adds to MAI about $140 million in assets under management, three employees and a new location in Bethesda, Maryland.

United statesStephen polanRick buoncoreGalway insurance holdingsWealth partners capital group of floridaPrime investment advisorsWealth partners capital groupPareto wealth management

MAI Capital Management adds another local adviser to its business

Dexter James of Cuyahoga Falls brings with him a book of business that adds $50 million in assets under management to MAI.

United statesCuyahoga fallsRick buoncoreDexter jamesGalway insurance holdingsAmeriprise financial servicesWealth partners capital group of floridaNortheast ohioWealth partners capital groupPareto wealth management

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