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Riley R

CFP®, Series 65, Series 63

Columbus, OH

MAI Capital Management, LLC

Riley Rindo is a CFP® with 16 years of industry experience, currently serving at MAI Capital Management, LLC since 2012. Prior to that, he worked at Strategic Wealth Partners, Ltd. and has been affiliated with Foreside Fund Services, LLC since 2016. 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 offers customized portfolio management across multiple strategies and also serves as an adviser to a registered mutual fund and various private investment vehicles.

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