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MAI Capital Management to Move Headquarters to Independence, Ohio
April 15, 2021 GMT
CLEVELAND (BUSINESS WIRE) Apr 15, 2021
MAI Capital Management, LLC (“MAI”), an independent registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals and families, has announced plans to relocate its headquarters from Cleveland to neighboring Independence, Ohio. The firm, which manages over $10 billion in client assets, is slated to begin transitioning employees to the new site early next year and will be fully transitioned by the third quarter of 2022.
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Press release content from Business Wire. The AP news staff was not involved in its creation.
MAI Capital Management Expands to Greater Miami Region with Addition of New Advisor
April 5, 2021 GMT
CLEVELAND (BUSINESS WIRE) Apr 5, 2021
MAI Capital Management, LLC (“MAI”), a leading independent registered investment adviser that specializes in comprehensive investment and financial planning for high-net-worth individuals and families, announced Michael Dvorkin is joining its team. Based in the greater Miami, Florida area, Dvorkin is transitioning his clients to MAI and establishing MAI’s presence in southeast Florida.
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Dvorkin brings over 20 years of professional experience in investment management. In his most recent role, Dvorkin worked closely with high-net-worth individuals and families, small business retirement plans and charitable organizations in providing investment management and advice. He was also responsible for designing and implementing investmen
Press release content from Business Wire. The AP news staff was not involved in its creation.
EP Wealth Advisors® Acquires Torrance, Calif.-based Advisor
February 4, 2021 GMT
TORRANCE, Calif. (BUSINESS WIRE) Feb 4, 2021
EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment adviser (“RIA”) that specializes in client-centric financial planning and investment management services, has acquired the business of Abbas A. Heydari, CFP®. The independent practitioner adds financial planning expertise to EP Wealth’s headquarters in Torrance, Calif.
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For over 35 years, Abbas A. Heydari, CFP® has provided comprehensive financial planning and portfolio management for high-net-worth individuals and families. He holds the CERTIFIED FINANCIAL PLANNER™ certification and is an active member of CFP Board and the National Association of Personal Financial Advisors. Heydari joins EP Wealth as a consultant.
Press release content from Business Wire. The AP news staff was not involved in its creation.
MAI Capital Management to Acquire HW Financial Advisors
January 26, 2021 GMT
CLEVELAND (BUSINESS WIRE) Jan 26, 2021
MAI Capital Management, LLC (“MAI”), a leading independent registered investment adviser that specializes in comprehensive investment and financial planning for high-net-worth individuals and families, has entered into an agreement to acquire HW Financial Advisors (“HWFA”). The partnership extends MAI’s presence in the Greater Cleveland area and will further enhance the firm’s depth of holistic wealth management capabilities.
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HWFA, an affiliate of Beachwood, Ohio-based accounting firm HW&Co., was established more than 20 years ago with the mission of delivering comprehensive wealth management, goals-based planning and innovative investment solutions for its clients. HWFA’s president Stephen Rudolph, CPA, MBA, who was an MAI employee early in h