Mai Capital Management
Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives easier. While many things have changed over the past 50 years, our mission as a registered investment adviser has not: we work to empower clients to simplify, protect, and grow their wealth. MAI serves the wealth management and sports & entertainment businesses, continuously expanding our clientele to include those who need specialized financial planning assistance. We are driven by a fiduciary duty to act in our clients’ best interests and have developed a variety of solutions to serve the breadth of their needs. We provide financial & estate planning, investment management, tax planning & preparation, insurance & risk management, accounting & bill pay, and philanthropy advice as well as boutique services like family office or specialized solutions to people in the sports and entertainment industries.
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Verified contacts
200
available on Kipplo
LinkedIn employees
476
201 to 500 range
Open roles
2
across 1 depts
Distinct roles
290
indexed titles
Tech stack
7
tools in use
Monthly traffic
5.2K
organic / mo
Hiring · 2 open positions across 1 departments
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Decision-makers and verified team members
200 contacts with verified email or phone · masked until revealed.
- AR
Alan R. Henning
Senior Wealth Advisor Managing Director · Finance & Accounting
EmailPhone - AM
Andrew Marusic
Managing Director, Senior Wealth Advisor · Finance & Accounting
EmailPhone - CP
Christine Pauletta
Director, Family Office · General Business & Management
EmailPhone - DR
Devin R Fraley
Wealth Advisor, Director · Finance & Accounting
EmailPhone - DJ
Donna Jacobs
Senior Integration Advisor · Information Technology
EmailPhone - JS
Jack Santry
Principal · Finance & Accounting
EmailPhone - JW
Jeffrey Wherry
Director of Planning & Research · General Business & Management
EmailPhone - JN
Jordan Nightingale
Senior Wealth Advisor, Director · Finance & Accounting
EmailPhone - JH
Josh Handel
Wealth Advisor, Director · Finance & Accounting
EmailPhone
Showing 9 of 200 verified contacts
Top roles at Mai Capital Management
290 distinct titles indexed · top 10 shown.
- 22managing director
- 11wealth advisor, director
- 10senior wealth advisor, managing director
- 9director
- 9wealth advisor
- 8portfolio management analyst
- 7wealth specialist
- 6senior wealth advisor
- 6senior wealth advisor, director
- 6wealth advisor director
- +280more titles
Sign up to unlock all 200 contacts at Mai Capital Management
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