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MAI Capital acquires fellow Cleveland firm Winfield Associates
The in-market deal marks the sixth roll-up by MAI since it was purchased by Galway Insurance Holdings in the second half of 2021.
New york
United states
John hahn
William winfield baker
Mark haley
Galway insurance holdings
Winfield associates of cleveland
Wealth partners capital group of florida
Winfield associates
Biff baker
Wealth partners capital group
Monarch business
Wealth management
Regal wealth
MAI Capital Management Acquires Winfield Associates
MAI headquarters in Cleveland absorbs local team with $368M AUM.
New york
United states
North carolina
William winfield baker
Rick buoncore
Markq haley
Winfield associates
Jencap holdings
Biff baker
Galway holdings
Monarch business
Wealth management
Managing partner rick buoncore
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