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Jennifer B

CFP®, Series 66

Boulder, CO

MAI Capital Management, LLC

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.

Private / alternative investments Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Tax strategies for small businesses Founder/Business Owner
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