MAI Capital

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MAI Capital National RIA empowering you to simplify, protect, & grow your wealth.

Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives easier. While many things have changed over the past 50 years, our mission as a registered investment adviser has not: we work to empower clients to simplify, protect, and grow their wealth. MAI serves the wealth management and sports & entertainment businesses, continuously expanding our clientele to include those who need specialized financial planning assistance. We are driven by a fiduciary duty to act in our clients’ best interests and have developed a variety of solutions to serve the breadth of their needs. We provide financial & estate planning, investment management, tax planning & preparation, insurance & risk management, accounting & bill pay, and philanthropy advice as well as boutique services like family office or specialized solutions to people in the sports and entertainment industries.

10/22/2026

What do you want your money to make possible?

For many younger women, building wealth isn’t just about saving for someday. It can also be about creating more choices today, from career flexibility and travel to investing and planning for the future. And part of that shift is simply talking about money more openly.

As MAI Capital advisor Melanie Fagan puts it, we can help “normalize that women make money and are smart investors.”

Explore how the next generation of women may be approaching money, investing and the financial decisions that matter to them.

Read the full article: https://hubs.ly/Q04BNGV30

Capital Analytics Associates recently profiled Leila Evans, Regional President & Senior Managing Director, in their “Spo...
10/21/2026

Capital Analytics Associates recently profiled Leila Evans, Regional President & Senior Managing Director, in their “Spotlight On” series. The piece covers her path from banking to co-founding a wealth management firm in 2009, and joining MAI Capital in 2021.

One thing that stood out? Community is a part of her strategy. As Leila put it, “We want to be part of Charlotte in every sense, not just as a firm serving clients here but as a team contributing to the city’s future.”

Read the full interview linked in the comments below!

As digital presence expands, maintaining proactive online habits is essential for protecting personal accounts and finan...
10/20/2026

As digital presence expands, maintaining proactive online habits is essential for protecting personal accounts and financial data.

Primary focus areas center on identifying fraudulent messages, establishing strong password standards, enforcing multi-factor verification, and applying routine software updates.

Swipe to explore practical guidelines that can help support your digital security.

Earning Name, Image, and Likeness income brings unique financial decisions, from business entity options to multi-state ...
10/15/2026

Earning Name, Image, and Likeness income brings unique financial decisions, from business entity options to multi-state tax responsibilities.

Important topics to review include NIL business structures, savings rates, risk factors, estate planning, and advisory team selection.

Swipe to review fundamental answers to these common NIL financial questions.

⏰ We're LIVE today at 2:00 PM ET!Join former Deputy Chief of Staff to President George W. Bush and Campaign Strategist K...
10/13/2026

⏰ We're LIVE today at 2:00 PM ET!

Join former Deputy Chief of Staff to President George W. Bush and Campaign Strategist Karl Rove and MAI Chief Market Strategist Chris Grisanti for a Fireside Chat on “The Political Landscape in 2026: A Discussion with Karl Rove on Midterm Elections and Beyond.”

The discussion will evaluate midterm expectations, evolving party dynamics, and potential policy developments that may interact with financial markets.

Expect a candid, insightful discussion, as host Chris Grisanti highlights: "Talking with Karl Rove is a real learning experience...he's fair-minded, super-intelligent, and easy to talk with, so I'd urge you to listen in and see for yourself."

It's not too late to secure your spot. Register and join us live today: https://hubs.ly/Q04yZKrN0

We are thrilled to announce Matt Barthel as our new Managing Partner, Strategic Advisor Recruiting.With nearly 35 years ...
10/12/2026

We are thrilled to announce Matt Barthel as our new Managing Partner, Strategic Advisor Recruiting.

With nearly 35 years in journalism and 20 in wealth-management data, including his time at Barron's, Matt brings deep insight and relationships across the advisor landscape. He'll lead our advisor lift-out efforts and help grow our network in new markets and specialties.

"Cultural fit isn't just a priority for us, it's non-negotiable," said Rick Buoncore, Chairman & CEO. "Matt's deep insights, expertise and relationships across the financial advisor landscape will play a major role in our efforts to expand our advisor network."

Welcome, Matt. Read the full announcement here: https://hubs.ly/Q04zV0b80

Digital assets may require the same structured planning as physical property and traditional financial accounts.Without ...
10/08/2026

Digital assets may require the same structured planning as physical property and traditional financial accounts.

Without clear documentation and designated authority, managing online records can create administrative challenges for family members. Implementing a thoughtful strategy can help protect sensitive information and simplify the transition process.

Swipe through the carousel to view 4 key strategies to consider when securing a digital footprint.

National political trends continue to evolve, raising critical questions about today's market environment:• What factors...
10/07/2026

National political trends continue to evolve, raising critical questions about today's market environment:

• What factors could shape upcoming congressional outcomes?
• How are party strategies forming ahead of 2028?
• How might potential policy shifts interact with financial markets?

Join us on Tuesday, October 13 at 2:00 PM ET as Karl Rove, former Deputy Chief of Staff to President George W. Bush and Campaign Strategist, and Chris Grisanti, MAI Chief Market Strategist, host a live Fireside Chat covering midterm expectations, party realignments, and economic policies that may impact investor portfolios.

Register now to join or receive the recording: https://hubs.ly/Q04yZHNW0

Recently, Joe McLean, Managing Partner, and Alex Shahidi, Co-CIO, Evoke, A Division of MAI, served as panelists at the B...
10/06/2026

Recently, Joe McLean, Managing Partner, and Alex Shahidi, Co-CIO, Evoke, A Division of MAI, served as panelists at the Barron's Advisor 100 Summit.

Joe joined industry peers to review current structures across sports investing, media rights, and specialized advisory strategies for sports and entertainment clients, and Alex moderated a panel that covered current approaches to portfolio construction, risk management, and tax-aware strategies.

Collaborating with fellow industry peers at summits like this one allows for the opportunity to exchange ideas, challenge conventional thinking, and help shape the conversations driving our industry forward. We're proud to see our advisors contributing their expertise on these stages and look forward to continuing to share insights that benefit our clients and the broader wealth management community.

Photo credit: Barron's LILA PHOTO

An effective estate strategy addresses both future asset distribution and decision-making during periods of temporary or...
10/01/2026

An effective estate strategy addresses both future asset distribution and decision-making during periods of temporary or permanent incapacity. Having clear legal documentation in place can help ensure your medical and financial choices are managed according to your intentions.

Swipe through the Estate Planning & Incapacity Checklist to check off core documents like financial powers of attorney, healthcare proxies, trusts, and beneficiary updates.

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6050 Oak Tree Boulevard Suite 500
Cleveland, OH
44131

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Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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