MAI Capital Management

MAI Capital Management, founded in 1973 and based in Cleveland, Ohio, is a fee-based wealth management firm that offers a range of financial consulting and investment management services. The firm focuses on providing sound, objective, goals-based advice tailored to the unique needs of its clients. MAI Capital's team of investment, planning, and tax professionals collaborates to develop, implement, and monitor comprehensive financial plans. Their services include financial and retirement planning, insurance and risk management, trust and estate planning, and tax solutions, all aimed at helping clients achieve their financial goals and build wealth.

Matthew Mathias

Regional President and Senior Managing Director

Jordan Press

Senior Managing Director and Regional President

Seth Shalov

Managing Director and Senior Portfolio Manager

7 past transactions

MWM Investment Consulting

Acquisition in 2021
MWM Investment Consulting provides investment management services and solutions to its clients, comprised of high-net-worth individuals, wealthy families and charitable foundations.

Grisanti Capital Management

Acquisition in 2020
Grisanti Capital Management is an independently-owned investment manager. The firm has employed a disciplined and patient approach to the markets, focusing on two long-term equity strategies to achieve success.

J.M. Hartwell

Acquisition in 2020
J.M. Hartwell specializes in growth stock investing and employs a disciplined, fundamental, bottom-up approach to investment management. Hartwell manages investment portfolios for a wide range of clients including pension plans, foundations, endowments, and individuals.

John D. Dovich and Associates

Acquisition in 2019
John D. Dovich and Associates provides strategic financial planning services. We believe in on-going communication with our clients, periodic progress meetings, and quarterly client statements that are comprehensive and easy to read. The personal relationship between our clients and our principals is the hallmark of our service philosophy.

MTX Wealth Management

Acquisition in 2019
MTX Wealth Management is a full-service financial and investment advisor to high-net-worth individuals including professional athletes and entertainers.

Applied Data Finance

Venture Round in 2018
ADF has been purpose-built to be the optimal link between the underestimated underbanked consumer and capital markets.

Calfee Financial Advisors - wealth management business

Acquisition in 2018
Calfee Financial Advisors - wealth management business provides financial planning services.
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