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MAI Capital Management Acquires Pareto Wealth Management

MAI Capital Management Acquires Pareto Wealth Management
streetinsider.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from streetinsider.com Daily Mail and Mail on Sunday newspapers.

Rockville , Maryland , United-states , New-york , Charlotte , North-carolina , Cleveland , Ohio , Florida , North-canton , John-hahn , Sean-kriak

MAI Capital acquires fellow Cleveland firm Winfield Associates

The in-market deal marks the sixth roll-up by MAI since it was purchased by Galway Insurance Holdings in the second half of 2021.

New-york , United-states , Florida , Connecticut , John-hahn , William-winfield-baker , Mark-haley , Galway-insurance-holdings , Winfield-associates-of-cleveland , Wealth-partners-capital-group-of-florida , Winfield-associates , Biff-baker

MAI Capital Management Acquires Winfield Associates

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

New-york , United-states , Florida , Illinois , Maryland , Ohio , North-carolina , Cleveland , William-winfield-baker , Rick-buoncore , Markq-haley , Winfield-associates

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.

New-york , United-states , Florida , Connecticut , Cara-wardley , Rick-buoncore , Patrick-gingras , Galway-insurance-holdings , Wealth-partners-capital-group-of-florida , Nutmeg-state , Brenton-point-wealth-advisors , New-england

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.

New-york , United-states , Florida , Delaware , Boston , Massachusetts , Arkansas , Connecticut , Barry-klarberg , Rick-buoncore , Patrick-gingras , Steve-trax

MAI Capital buys Monarch Business & Wealth Management of New York

It's the first acquisition announced by MAI in 2022, though the deal actually closed in December. The transaction builds on the RIA's growing national presence and, more specifically, its sports and entertainment and family office practices.

Rockville , Maryland , United-states , New-york , Charlotte , North-carolina , Florida , Illinois , Beachwood , American , Barry-klarberg , Rick-buoncore

Billboard's 2021 Top Business Managers

Billboard’s 2021 Top Business Managers
Billboard
2/22/2021
Billboard Staff
The music industry’s leading business managers serve as financial advisers, tax accountants and fiscal therapists for artists and executives alike — and they have long preached the importance of saving for a rainy day. But what if the storm lasts for a year?
In 2020, as revenue from live touring halted, traditional recording sessions ceased and marketing meetings moved to Zoom, the roles of business managers became more crucial than ever. “This year has been a bit of a roller coaster,” says Sally Velazquez, owner of Empower Business Management.
Business managers helped their clients financially survive the pandemic by revising cash flow projections, focusing on long-term plans and exploring new revenue sources, including song catalog sales in a red-hot market. When necessary, they applied for government aid available under the CARES Act and subsequent legislation — “a gigantic fire drill,” says veteran money manager Bill Vuylsteke.

New-york , United-states , United-kingdom , Florida , Delaware , Puerto-rico , Colombia , New-hyde-park , Melbourne , Victoria , Australia , Manchester