Jennifer Baham is a CFP® and holds a Series 66 license. She has two years of industry experience and currently works at MAI Capital Management, LLC. Prior to joining MAI Capital Management, she spent nine years at Harbor Wealth Management. 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 client relationships.

Gregg Cohen is a financial advisor at MAI Capital Management, LLC with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining MAI Capital Management in 2024, he worked at LWS Wealth Advisors, Inc. and LWS Wealth Advisors of Colorado, Inc., where he spent a combined 11 years. 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, trusts, and institutional clients. The firm customizes portfolio management and asset allocation across various strategies using both in-house and third-party managers and offers additional services such as trust administration and insurance through affiliated entities.

Jonathan Figlin is a CFA® charterholder and Series 63 licensee with three years of industry experience. He is currently with MAI Capital Management, LLC and has previously worked at Evoke Advisors, Offit Capital, and Mozaic. 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 customized portfolio management across multiple strategies and integrates financial planning and tax services into many client relationships.

Michael Williams is a CFP® and CFA® with 28 years of experience in the financial industry. He has been with MAI Capital Management, LLC since 2021 and previously worked at Cetera Financial Specialists LLC and Hochman Cole Financial Services, Inc. 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- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and provides customized portfolio management across various strategies, integrating financial planning and other services to meet client objectives.

Kevin Runge is a CFA® charterholder with 14 years of experience in the financial industry. He currently works at MAI Capital Management, LLC and has previously been employed by Queens Oak Advisors and Sterling Capital Management 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 including high- and ultra-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.

Jeffrey Dore is a financial advisor at MAI Capital Management, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Evoke Wealth, LLC and First Republic Investment Management, Inc. He is based in Los Angeles, CA. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a wide range of clients, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and serves in both product-sponsor and advisory capacities, managing significant assets and affiliated investment vehicles.

Joshua Sacks is a CERTIFIED FINANCIAL PLANNER™ with 10 years of industry experience. He has worked at MAI Capital Management, LLC since 2025 and previously spent nine years with Lowe Wealth Advisors, LLC. 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 strategies across equity, fixed income, ETFs, and private investments and integrates financial planning and tax services within many client relationships.

Bradley Norton is a CFA® charterholder with eight years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2022. His prior experience includes roles at Winfield Associates and Victory Capital Management. 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 institutions. The firm manages over $72 billion in assets and offers customized portfolio management across various strategies, combining financial planning and tax services with multiple investment vehicles.

Scott Phillips is a financial advisor at MAI Capital Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Evoke Advisors and Service Academy Capital Management, LLC. MAI Capital Management 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 diverse range of strategies and offers trust and insurance administrative services.

Kirsty Peev is a CFP® professional with 16 years of industry experience. She has worked at Halpern Financial, Inc. for 22 years before joining MAI Capital Management, LLC, where she has been since 2024. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diversified client base, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm customizes portfolio management across multiple strategies and combines these with financial planning, tax, and administrative services.

Andrew Bruns is a CFA® charterholder at MAI Capital Management, LLC with four years of industry experience. He has previously worked at Madison Wealth Advisors, Wealthquest Corporation, and John D. Dovich & Associates. 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, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning, tax, and administrative services into many client relationships.

Michael Peters is a financial advisor at MAI Capital Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at MAI Capital Management since 2024. His prior roles include positions at WCG Wealth Advisors and Treloar & Heisel, among others. MAI Capital Management 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 and offers services including trust administration and insurance through affiliated entities.

Paul Dipalma is a financial advisor at MAI Capital Management, LLC in Boulder, CO, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at Libra Wealth LLC, Mutual Trust Asset Management, The Holland Group, Retirement Wealth Advisors, LLC, and Southport Capital. 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, trusts, and institutional clients. The firm manages a wide range of investment strategies and offers additional services such as trust administration and insurance through affiliated entities.

Keith Blankemeyer is a financial advisor at MAI Capital Management, LLC with 17 years of industry experience. He holds a Series 65 designation and previously worked for Coons Advisors for 18 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 offers customized portfolio management across various strategies and integrates financial planning and tax services into many client relationships.

Michael Dvorkin is a financial advisor at MAI Capital Management, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fortius Financial Advisors, LLC for 11 years. Outside of advising, he is president of Dvorkin Investments Inc., an S-corporation managing business and family assets, and is a member of Citius Ventures, LLC, which holds multiple private equity positions. 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 customizes portfolio strategies across a range of asset classes and serves in both advisory and product-sponsor roles, managing over $72 billion in assets.

Elyse Foster is a CFP® with 27 years of industry experience. She currently works at MAI Capital Management, LLC and previously spent 36 years at Harbor Financial Group. MAI Capital Management, LLC provides discretionary and non-discretionary investment 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 investment strategies and integrates financial planning and tax services, managing $72.3 billion in assets as of May 31, 2026.

Matthew Wu is a financial advisor at MAI Capital Management, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Brenton Point Wealth Advisors LLC and Llbh Private Wealth Management, LLC. MAI Capital Management 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 and offers trust and insurance administration services, with $72.3 billion in assets under management as of May 2026.

John Witcher is a CFA® charterholder with 15 years of industry experience. He has worked at MAI Capital Management, LLC since 2023 and previously spent 13 years with Cambridge Associates, LLC. 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 $72.3 billion in assets and offers customized portfolio management across various strategies, integrating financial planning and tax services into client relationships.

Tristan Cooper is a financial advisor at MAI Capital Management, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for five years. Before entering financial advising, he spent two years with Texas A&M University Athletics. 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 diverse range of strategies and serves both product-sponsor and advisory roles, including managing mutual funds and private funds.

Timothy Carneval is a CFP® professional with 18 years of industry experience, currently serving at MAI Capital Management, LLC since 2014. He is based in Cleveland, OH. 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 broad range of strategies through both in-house and third-party managers and offers integrated financial planning, trust administration, and insurance services.