John Campo is a financial advisor at MAI Capital Management, LLC with a Series 65 designation and three years of industry experience. Prior to joining MAI Capital Management in 2023, he worked at CVS Health, CSS Nanotech Inc, and Marchon Eyewear. Outside of his advisory role, he operates JCC Tax Services, providing tax preparation services. MAI Capital Management offers discretionary and non-discretionary investment and wealth management services to a diverse client base including high-net-worth individuals, families, family offices, sports professionals, and institutional clients. The firm employs a multi-strategy investment approach combining internally managed portfolios, ETFs, options, and private investments, and provides additional services such as retirement plan consulting, trust administration, and insurance administration.

Tristan Cooper is a financial advisor at MAI Capital Management, LLC in New York, NY, holding a Series 66 designation with four years of industry experience. Prior to joining MAI, he worked at Raymond James & Associates for five years and was involved with Texas A&M University Athletics for two years. MAI Capital Management provides investment and wealth management services to high-net-worth individuals, families, sports professionals, and a diverse range of institutional clients. The firm employs a multi-strategy investment platform that includes internally managed portfolios, ETFs, option strategies, private investments, and third-party managers.

Timothy Schmoll is a financial advisor at MAI Capital Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at several firms including Intersect Capital LLC and Procapita Partners, LLC. Prior to his financial career, he was involved with professional soccer clubs such as Dover Athletic Football Club, Aldershot Town FC, and New York Red Bulls. MAI Capital Management provides investment management, wealth management, and related services to individuals, families, sports professionals, and institutional clients. The firm employs a multi-strategy investment platform combining internally managed portfolios, third-party managers, and private investments, and offers additional services including retirement plan consulting and trust administration.

Barry Klarberg is a financial advisor at MAI Capital Management, LLC with 15 years of industry experience. He holds a Series 65 credential and has previously worked at Regal Wealth Management, LLC and Monarch Advisory, LLC. Klarberg is also the managing member of Monarch Business and Wealth Management LLC, where he provides accounting and business services. MAI Capital Management offers discretionary and non-discretionary investment and wealth management services to high-net-worth individuals, families, family offices, sports professionals, and institutional clients. The firm employs a multi-strategy investment platform that includes internally managed portfolios, ETF implementations, option strategies, and private investments, along with wealth planning and family office services.

Jason Bell is a financial advisor at MAI Capital Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Regal Wealth Management, LLC and UBS Financial Services, Inc. In addition to his advisory role, he is also an independent insurance agent. MAI Capital Management provides investment and wealth management services to a diverse client base including high-net-worth individuals, families, sports professionals, and institutional clients. The firm employs a multi-strategy investment platform combining internally managed portfolios, third-party managers, and private investments, and offers a range of wealth planning and trust services.

Michael Pietzak is a financial advisor at MAI Capital Management, LLC with four years of industry experience. He holds a Series 63 designation and has been with MAI Capital since 2020. Prior to that, he worked for Grisanti Capital Management LLC for 15 years. MAI Capital Management provides discretionary and non-discretionary investment and wealth management services to individuals, families, family offices, sports professionals, and institutional clients. The firm employs a multi-strategy investment platform that includes internally managed portfolios, ETFs, option strategies, private investments, and third-party managers, and it offers various wealth planning, retirement consulting, and trust administrative services.

Daniel Mccreesh is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC. His prior experience includes five years at Goldman Sachs & Co LLC and multiple roles affiliated with the University of Maryland and Systematic Financial Management. MAI Capital Management provides discretionary and non-discretionary investment and wealth management services to a diverse client base including high-net-worth individuals, families, institutional clients, and sports professionals. The firm employs a multi-strategy investment platform that integrates internally managed portfolios, ETFs, option strategies, and private investments, alongside third-party managers and UMA model portfolios.

Katerina Nalywajko is a financial advisor at MAI Capital Management, LLC with six years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Ethic Wealth Advisors, Capital Bank & Trust Company, and 1919 Investment Counsel. MAI Capital Management provides investment and wealth management services to high-net-worth individuals, families, sports professionals, and institutional clients, employing a multi-strategy investment platform that includes internally managed portfolios, ETFs, option strategies, and allocations to private investments. The firm also offers retirement plan consulting, trust administrative services, and insurance administration through affiliated entities.

Christopher Grisanti is a CFA® charterholder based in New York, NY, with 27 years of industry experience. He has been with MAI Capital Management, LLC since 2020 and previously led Grisanti Capital Management LLC from 1999 to 2020. Grisanti serves as a director of the Royce Funds, a 40 Act mutual fund company. MAI Capital Management provides investment and wealth management services to individuals, families, institutional clients, and family offices, employing a multi-strategy platform that includes internally managed portfolios, ETF implementations, option strategies, and private investments. The firm also offers retirement plan consulting, trust administration, and insurance services, serving a diverse client base including sovereign wealth funds and banking institutions.

Nicolas Vidas is a CFA® charterholder with one year of industry experience. He is currently affiliated with Evoke Advisors and MAI Capital Management, having previously worked at Crescent Bay Advisors and studied at New York University. Evoke Advisors serves a diverse client base including high and ultra-high net worth individuals, family offices, trusts, foundations, and retirement plans. The firm provides comprehensive financial planning, tax compliance, and investment management with a focus on diversified, long-term asset allocation across various investment vehicles.

Patrick Mcgrade is a financial advisor with Mai Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at EPIC Insurance Brokers and Consultants, Cook Maran, Royal Alliance Associates, and McDermott & Thomas Associates. He serves as a board member of the Staten Island Rotary Club, a nonprofit organization supporting community needs. Mai Capital Management provides investment and wealth management services to individuals, families, institutional clients, and professional groups. The firm employs a multi-strategy investment platform that incorporates internally managed portfolios, third-party managers, and private funds, offering customized wealth planning and related services.