MAI Capital Management
About MAI Capital Management
MAI Capital Management is a fiduciary wealth management firm that helps individuals, families, and institutions simplify, protect, and grow their wealth. With a history spanning five decades, the firm emphasizes personalized, objective advice and a strong community orientation. Its services span wealth management, family office, retirement planning, and differentiated offerings through Evoke Advisors and MAI’s related specialties for athletes, entertainers, and institutional clients. Headquartered in the United States, MAI combines boutique-level service with the resources of a broader financial group to support clients across their financial journey.
Recent News
MiB: Lawrence Calcano, iCapital CEO
Carlyle to Buy Majority Stake in MAI Capital; Investcorp-Backed Resultant Picks up Liberty Advisor Group
MiB: Howard Lindzon, Social Leverage
Carlyle Group (CG) to Acquire Majority Stake in MAI Capital at $2.8B Valuation
Private Markets Tighten: PE Targets Advisors, Credit Valuations Scrutinized, CRE Fundraising Shifts
Carlyle to Acquire Majority Stake in MAI Capital
Steel Dynamics (NASDAQ:STLD) Coverage Initiated at KeyCorp
Carlyle Agrees Majority Investment in MAI Capital at $2.8bn-plus Valuation
MiB: David Gardner, Co-Founder, The Motley Fool
People Moves: RIA Platform VestGen CEO Departs, Succeeded by CFO