Rafael Perez is a CFP® with 29 years of experience in the financial industry, currently serving at MAI Capital Management, LLC since 2021. His previous roles include positions at Fidelity Personal and Workplace Advisors and Strategic Advisers, with a long tenure at Fidelity Brokerage Services. He serves as an endowment committee member for The Church in Aurora, where he promotes the endowment fund and monitors its investment adviser. 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, institutional clients, and trusts. The firm employs a range of customized portfolio strategies and serves both as an investment adviser and product sponsor, managing substantial assets and affiliated private funds.

Kerry Bradley is a CFA® charterholder with 26 years of industry experience. He is currently with MAI Capital Management, LLC, having joined the firm in 2024 after 25 years at Garrison Asset Management LLC. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm customizes portfolio management across multiple strategies and also offers trust and insurance administration through affiliated entities.

Richard Beebe Jr. is a financial advisor with MAI Capital Management, LLC, holding Series 63 and Series 66 credentials and 16 years of industry experience. He previously worked at MWM Investment Consulting, LLC for 12 years before joining MAI Capital Management in 2021. 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 offers customized portfolio management across various asset classes and integrates financial planning and tax services into many client relationships.

Joseph Cooper is a Series 65-licensed financial advisor with six years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2023. His prior experience includes roles at Pariax Private Wealth Management, JK Sports Management LLC, and a PGA Tour affiliate. MAI Capital Management, LLC provides a range of investment management and wealth planning services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse portfolio of strategies and integrates financial planning, tax, and administrative services while also acting in both product-sponsor and advisory capacities for registered mutual funds and private investment vehicles.

Christopher Grisanti is a CFA® charterholder based in New York, NY, with 27 years of industry experience. He has worked at MAI Capital Management, LLC since 2020 and previously led Grisanti Capital Management LLC from 1999 to 2020. He serves as a director of the Royce Funds, a mutual fund company, a role he has held since 2017. MAI Capital Management, LLC provides investment management, wealth management, retirement consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers integrated financial planning, trust administrative, and insurance services.

Kim Ip is a financial advisor with MAI Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining MAI in 2025, Kim worked at Evoke Advisors for seven years and First Republic Securities Company, LLC for six years. Outside of advising, Kim serves as a trustee for irrevocable trusts benefiting family members and holds volunteer roles on the advisory board of Scripps Green Hospital and the financial council of the Church of Nativity. MAI Capital Management provides investment management, wealth planning, retirement consulting, and family office services to individuals, families, sports professionals, trusts, and institutions. The firm manages over $72 billion in assets and offers customized portfolio management across various strategies, integrating financial planning and tax services within client relationships.

Megan Miller is a CFP® with over 13 years of industry experience, currently serving at MAI Capital Management, LLC. Prior to joining MAI in 2024, she worked for Harbor Financial Group, Inc. for 12 years. MAI Capital Management provides comprehensive investment management and wealth services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning, tax, and administrative services, managing over $72 billion in assets as of mid-2026.

Dexter James is a financial advisor at MAI Capital Management, LLC with 21 years of industry experience. He previously worked for 17 years at Ameriprise Financial Services, Inc. James holds the Series 66 designation. Outside of his advisory role, he serves as an alternate member of The City of Hudson Tax Incentive Review Council and is involved with the Hudson Community Foundation. 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 individuals, families, sports professionals, trusts, and institutional investors. The firm manages a wide range of strategies through both in-house and third-party managers, integrating financial planning and tax services into many client relationships.

Brian Woods is a financial advisor at MAI Capital Management, LLC with 35 years of industry experience. He worked at Geier Financial Management, Inc. for 18 years before joining MAI Capital Management in 2021. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management across a broad range of strategies while integrating financial planning and tax services into many client relationships.

Michael Thomas is a Certified Financial Planner® at MAI Capital Management, LLC with four years of industry experience. He previously worked at Storey & Associates for four years and has experience from Ashland University. 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 offers customized portfolio strategies across multiple asset classes and serves in both advisory and product-sponsor capacities.

Michael Hatfield is a financial advisor at MAI Capital Management, LLC with a Series 65 designation and experience at several firms, including Clifford Swan Investment Counselors, Merrill Lynch, and Bank of America. He has been in the industry since 2021. MAI Capital Management, LLC 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 offers a range of portfolio strategies and integrates financial planning and administrative services, managing over $72 billion in assets.

James Stewart is a CFP® and holds a Series 65 license with 27 years of industry experience. He has worked at Carmichael Hill since 1993. Stewart is based in Gaithersburg, MD. 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- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers services such as trust administration and insurance through affiliated entities, employing a customized approach across multiple investment strategies and platforms.

Brian Bolan is a financial advisor at MAI Capital Management, LLC with 18 years of industry experience. He previously founded and led Bolan Capital Management for 15 years and worked at Fidelity for one year. He holds Series 63 and Series 65 licenses. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, 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 investment strategies and integrates financial planning and tax services, managing $72.3 billion in assets as of May 2026.

William Bruns is a financial advisor at MAI Capital Management, LLC in Cincinnati, Ohio, holding Series 63 and Series 66 licenses with 19 years of industry experience. He previously worked at John D. Dovich & Associates, LLC for nine years before joining MAI Capital Management in 2019. Bruns is also associated with Eden Park Financial Partners, LLC, which holds keyman and business transition insurance. 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 investment strategies and offers integrated financial planning and trust and insurance administration through affiliated entities.

Blake Kahn is a CFP® with 15 years of industry experience, currently serving at MAI Capital Management, LLC since 2024. His prior experience includes roles at Empower Advisory Group, Personal Capital Advisors Corporation, and Northwestern Mutual Wealth Management Company. MAI Capital Management, LLC offers 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 investors. The firm manages a range of investment strategies through in-house and third-party managers, while also providing trust and insurance administration services.

Nicholas Mccreary is a Certified Financial Planner® at MAI Capital Management, LLC with eight years of industry experience. He has worked at MAI Capital Management since 2021 and previously held roles at HW Financial Advisors and Commonwealth Financial Network. MAI Capital Management provides 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 $72.3 billion in assets and offers customized portfolio management across various strategies, combining in-house and third-party resources to meet client objectives.

Eric Flett is a financial advisor with MAI Capital Management, LLC, holding 23 years of industry experience. He worked at Concentric Wealth Management for 16 years before joining MAI Capital Management in 2025. 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 customizes portfolio management across various strategies and integrates financial planning and tax services into many client relationships, managing $72.3 billion in assets as of May 2026.

Daniel Jacobs is a financial advisor at MAI Capital Management, LLC in Cleveland, OH, holding Series 65, Series 63, and Series 66 licenses with three years of industry experience. He previously worked for Key Bank NA for 20 years before joining MAI Capital Management in 2025. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse range of investment strategies and integrates financial planning, tax, and bill-pay services, with $72.3 billion in assets under management as of May 2026.

Ted Halpern is a financial advisor at MAI Capital Management, LLC with 22 years of industry experience. He previously founded and led Halpern Financial, Inc. for over three decades before joining MAI Capital Management in 2024. He holds Series 63 and Series 65 designations. 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 manages a broad range of investment strategies and offers additional services such as trust administration and insurance through affiliated entities.

Ryan O’Donnell is a CFP® and holds a Series 66 license with 20 years of industry experience. He has worked at MAI Capital Management, LLC since 2026 and previously spent 14 years at Chico Wealth, LLC. In addition to his advisory role, he is an independent insurance agent for various insurance companies. MAI Capital Management, LLC provides a broad range of investment management and wealth services to individuals, families, institutional clients, and others, managing over $72 billion in assets. The firm offers customized portfolio strategies across multiple asset classes and serves as adviser to mutual funds and private investment vehicles while integrating financial planning and other services into many client relationships.