MAI Capital Management Expands Sports and Entertainment Services with Recent Additions
MAI Capital Management (“MAI”), a leading registered investment advisory firm focused on empowering clients to simplify, protect, and grow their wealth, today announces the addition of key contributors from Cincinnati-based Constellation Sports Council (“CSC”), a privately held wealth management firm serving professional athletes.
Halpern Financial Joins MAI Capital Management
MAI Capital Management, LLC (“MAI”), a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals and families, today announced the acquisition of Halpern Financial (“Halpern”). Terms of the transaction were not disclosed.
Joe McLean and Intersect Capital Join in Growth of MAI Capital Management
MAI Capital Management (“MAI”), a registered investment adviser amplifies its national growth strategy by partnering with Joe McLean and Intersect Capital (“Intersect”). Intersect, a California-based wealth management firm has a shared client-centric philosophy, which is at the heart of MAI’s vision of taking care of their clients’ financial and business affairs so that their clients can stay fully focused on their passion.
