MAI Adds Two Advisors With Combined $888M in Assets
MAI Managing Partner Rick Buoncore discusses the deals, as well as his plans to build out new trust services and 401(k) verticals at his firm.
Source: wealthmanagement.com
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MAI Capital expands to Connecticut
The Cleveland-based registered investment adviser recruited the co-president of Brenton Point Wealth Advisors in Madison, Connecticut, to establish the firm's presence there. The latest expansion gives MAI a presence in 12 states.
Source: crainscleveland.com