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Matthew W
CFA®, Series 66, Series 63
Houston, TX
MAI Capital Management, LLC
Matthew Wells is a financial advisor at MAI Capital Management, LLC in Houston, TX, holding the CFA® designation along with Series 66 and Series 63 licenses. He has 12 years of industry experience with prior roles at PNC Bank, First Horizon Advisors, and Mercer Global Advisors, among others. MAI Capital Management 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 various strategies and serves in both product-sponsor and advisory roles, managing significant assets and affiliated private funds.
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