Neil Hantak Jr. is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at MAI Capital Management, LLC since 2019. He previously worked at John Dovich and Associates and The Randolph Co. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and incorporates financial planning and tax services into its client relationships.

Robert Caron is a financial advisor with MAI Capital Management, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with MAI Capital Management since 2016. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a broad client base that includes high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and serves in both product-sponsor and advisory roles, managing assets totaling $72.3 billion as of May 2026.

Sergio Villavicencio is a financial advisor at MAI Capital Management, LLC with 13 years of industry experience. He holds Series 65 and Series 63 registrations. His prior experience includes roles at Evoke Advisors and Advanced Research Investment Solutions, LLC. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers a range of customized portfolio strategies across equities, fixed income, ETFs, and private investments.

Donna Sterwerf is a CFP® professional with 23 years of industry experience, currently serving at MAI Capital Management, LLC since 2025. She previously worked at Constellation Wealth Advisors, LLC for eight years and Oxford Financial Group, Ltd for two years. MAI Capital Management, LLC provides investment management, integrated 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 offers a customized approach to portfolio management using various strategies and serves both advisory and product-sponsor roles, managing significant assets and affiliated funds.

Joseph Warsavsky is a financial advisor with MAI Capital Management, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Crescent Bay Advisors, Inc. for twelve years and Evoke Advisors for two years before joining MAI Capital Management. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio strategies across multiple asset classes and serves both product-sponsor and advisory roles, managing over $72 billion in assets.

Darell Krasnoff is a financial advisor at MAI Capital Management, LLC with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Evoke Advisors, Bel Air Securities LLC, and Bel Air Investment Advisors LLC. He serves on the boards of College Track, the Music Center Foundation, and Los Angeles Team Mentoring. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a range of strategies through in-house portfolio managers, third-party sub-advisers, and unified managed account models, with assets under management of $72.3 billion as of May 31, 2026.

Glenn Movish is a CFP® with 40 years of industry experience currently affiliated with MAI Capital Management, LLC. His prior work includes 17 years at Lasalle St. Securities, L.L.C. and over three decades at Asset Management Group LTD. He also has involvement in fixed insurance activities outside his advisory role. 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 investors. The firm offers customized portfolio management across various strategies and integrates financial planning, tax, and bill-pay services into many client relationships.

Damien Bisserier is a financial advisor at MAI Capital Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has previously worked at Evoke Advisors and Advanced Research Investment Solutions, LLC. Bisserier serves as an advisor and member of the Product Advisory Committee at Wealthsimple Financial Corporation, a Canadian online investment management firm focused on millennials. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning, tax, and bill-pay services in many client relationships.

Alex Shahidi is a CFP®, CFA®, and ChFC® professional with 26 years of experience in the financial industry. He currently serves at MAI Capital Management, LLC and has held roles at firms including Evoke Advisors and Advanced Research Investment Solutions, LLC. Shahidi is also a Client Advisory Board member at Bridgewater Associates. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, wealth management, and retirement plan consulting to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and provides customized portfolio management across a variety of strategies, including equity, fixed income, ETFs, and private investments.

Phuong Thuy Dinh is a financial advisor at MAI Capital Management, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at firms including Evoke Wealth, LLC, First Republic Securities Company, LLC, First Republic Investment Management Inc., and UBS Financial Services Inc. since 2013. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers services such as trust administration and insurance through affiliated entities.

Don Brosz Jr. is a financial advisor at MAI Capital Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for WaterStone Investment Counsel for 13 years before joining MAI in 2024. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, and institutional clients. The firm customizes portfolio strategies across multiple asset classes and offers trust and insurance administration through affiliated entities.

Pik Ling Cheung is a CFA® charterholder with 10 years of industry experience. She has worked at MAI Capital Management, LLC since 2025 and previously spent 10 years at J.W. Coons Advisors, LLC. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies, including equity and fixed income portfolios, and offers services such as financial planning, tax coordination, and trust and insurance administration.

Thomas Mirra is a financial advisor with MAI Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Global Retirement Partners, LLC; LPL Financial; R F Lafferty & Co. Inc.; and Distribution Partners. He is currently based in Saratoga Springs, NY. MAI Capital Management provides 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 institutions. The firm offers a range of customized investment strategies and integrates financial planning and related services into many client relationships.

Douglas Butler is a CFA® charterholder with 22 years of experience in the financial industry. He has been with MAI Capital Management, LLC since 2014. Outside of his advisory role, he serves on the Investment Committee of the YMCA of Greater Cleveland, participating in the evaluation of investment managers for the organization's endowment fund. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning, tax, and administrative services within many client relationships.

Michael Golden is a financial advisor at MAI Capital Management, LLC with seven years of industry experience. His career includes roles at Bank of America, Merrill, Court Place Advisors, and Brock FIS. He holds Series 63 and Series 66 licenses. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, institutional clients, and sports professionals. The firm offers a range of portfolio strategies and integrates financial planning and tax services for its clients, managing over $72 billion in assets as of mid-2026.

Ted Burton is a financial advisor with MAI Capital Management, LLC, holding a Series 65 designation. He has been with MAI Capital since 2024 and previously worked at Texas A&M University from 2023 to 2024. MAI Capital Management, LLC offers 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 employs a range of investment strategies and integrates financial planning and tax services into client relationships.

Michael Beaulieu is a CFP® and CFA® with 27 years of industry experience. He has been with MAI Capital Management, LLC since 2015 and is also affiliated with Foreside Fund Services, LLC. He serves as a managing director focusing on investments and trading. MAI Capital Management 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 manages a broad range of investment strategies and integrates financial planning, tax, and administrative services across client relationships.

Jennifer Davis is a CFP® professional with 11 years of industry experience. She has worked at MAI Capital Management, LLC since 2024, following nine years at Halpern Financial, Inc. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated 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 offers customized portfolio management across multiple asset classes and integrates financial planning and tax services into client relationships, managing over $72 billion in assets.

Gorge Estevez is a CFP® professional with nine years of industry experience, currently serving at MAI Capital Management, LLC since 2020. His prior roles include positions at Greenway Family Office, KForce, Krilogy Financial, and Saxony Securities. He holds Series 63 and Series 65 registrations. MAI Capital Management provides discretionary and non-discretionary investment management, integrated 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 manages a broad range of strategies and offers additional services such as trust administration and insurance through affiliated entities.

Valerie Downs is a CFP® with seven years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC. Her prior roles include positions at LWS Wealth Advisors, Inc., Wealth Edge, and Allied Wealth Partners. MAI Capital Management provides 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 manages a broad range of strategies and integrates financial planning and tax services into its client relationships.