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Mark S
ChFC®, Series 63, Series 65
Apex, NC
MAI Capital Management, LLC
Mark Spring is a financial advisor at MAI Capital Management, LLC with 16 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining MAI Capital Management in 2024, he worked at WCG Wealth Advisors, LLC and MML Investors Services LLC. He also has ongoing involvement with Treloar & Heisel, LLC, where he engages in fixed insurance sales and the sale of accident, health, and property & casualty insurance products. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals—including high- and ultra-high-net-worth clients—families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management and asset allocation strategies implemented through a combination of in-house portfolio managers, sub-advisers, and unified managed accounts.
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