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MAI Capital Management

MAI Capital Management, LLC

Client Relationship Manager

Independence, MO | $69K - $172K

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Company information

MAI Capital Management (“MAI”) is a full-service wealth manager and registered investment adviser (RIA) that caters to the financial planning and investment needs of high-net-worth individuals, ultra-high-net-worth families, successful business owners, and professional athletes. MAI also provides targeted investment solutions for financial advisors and institutional investors. MAI is solutions-focused and dedicated to providing excellent client service. The firm supports this philosophy by creating a culture that promotes collaboration and innovation and places a high priority on attracting, developing and retaining experienced individuals. Founded in 1973, MAI is a SEC-registered investment advisor with $14.1 billion in assets under management and more than 350 employees as of September 30, 2022.

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201-500 employees
Financial Services, Asset Management, Wealth Management, Investment Management, Investment Banking, Private Equity, Venture Capital, Real Estate Investment Trusts (REITs), Hedge Funds
Privately Held
Founded: 1973
Independence, Ohio
Company Specialties:
Open Architecture, Succession Planning, and RIA M&A