Joshua Danforth is a CFP® professional with 20 years of experience in financial advisory. He is currently with MAI Capital Management, LLC, where he has worked since 2021. Prior to this, he held positions at Purshe Kaplan Sterling Investments, Legacy Capital Wealth Partners, and Kestra Financial Services. Outside of his advisory work, Danforth is involved in real estate as a landlord.
MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm’s investment approach includes customized portfolio management across various strategies using both in-house and third-party managers, and it offers additional services such as financial planning, trust administration, and insurance.