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Marc T
Series 63, Series 65
Eagle, ID
MAI Capital Management, LLC
Marc Traverso is a financial advisor with MAI Capital Management, LLC and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including prior roles at Traverso Chambers Private Wealth Management, LLC and Wells Fargo Advisors Financial Network LLC. Outside of advising, he is a 50% owner of a property management business in Santa Rosa, California. MAI Capital Management offers discretionary and non-discretionary investment management, 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 employs a customizable investment approach across multiple asset classes and serves both advisory and product-sponsor roles.
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