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MAI Capital expands to Charlotte with Queens Oak Advisors acquisition

Published: December 13, 2021

MAI's roll-up of the boutique wealth manager adds six employees, about $558 million in assets under management and a new presence in North Carolina to the firm.

Source: crainscleveland.com

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United StatesNorth CarolinaRick BuoncoreDeems MayLeila EvansGalway Insurance HoldingsPlayer Association RepresentativeWealth Partners Capital Group Of FloridaQueens Oak AdvisorsGreater CharlotteQueens OakAssociation RepresentativeWealth Partners Capital GroupWealth PartnersNorth CantonHochman Cole Investment AdvisorsGalway InsuranceOwnership AdvisorsGeier Asset Management