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MAI Capital Management Acquires Winfield Associates

Published: June 28, 2022

MAI headquarters in Cleveland absorbs local team with $368M AUM.

Source: wealthmanagement.com

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New YorkUnited StatesNorth CarolinaWilliam Winfield BakerRick BuoncoreMarkq HaleyWinfield AssociatesJencap HoldingsBiff BakerGalway HoldingsMonarch BusinessWealth ManagementManaging Partner Rick Buoncore