Tristan Cooper is a financial advisor at MAI Capital Management, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for five years. Before entering financial advising, he spent two years with Texas A&M University Athletics. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse range of strategies and serves both product-sponsor and advisory roles, including managing mutual funds and private funds.

Jason Bell is a financial advisor at MAI Capital Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Regal Wealth Management, LLC and UBS Financial Services, Inc. In addition to his advisory role, he is also an independent insurance agent. MAI Capital Management provides investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers trust and insurance administration services, serving both advisory and product-sponsor roles.

Michael Pietzak is a financial advisor at MAI Capital Management, LLC in New York, NY, holding a Series 63 designation with five years of industry experience. He previously worked at Grisanti Capital Management LLC for 15 years before joining MAI Capital Management in 2020. 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- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutions. The firm manages a variety of investment strategies tailored to client objectives and offers additional services such as trust administration and insurance through its affiliates.

Daniel Mccreesh is a CFA® charterholder based in New York, NY, with five years of industry experience. He currently works at MAI Capital Management, LLC, where he has been since 2025. Prior to this, he held positions at Goldman Sachs & Co LLC and various roles connected to the University of Maryland. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, and institutional clients. The firm customizes portfolio management and asset allocation across multiple strategies and serves in both product-sponsor and advisory roles, managing significant assets and affiliated with The Carlyle Group.

Katerina Nalywajko is a financial advisor at MAI Capital Management, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ethic Wealth Advisors, Capital Bank & Trust Company, and 1919 Investment Counsel. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of portfolio management strategies and integrates financial planning, tax, and bill-pay services, managing $72.3 billion in assets as of May 2026.

Christopher Grisanti is a CFA® charterholder based in New York, NY, with 27 years of industry experience. He has worked at MAI Capital Management, LLC since 2020 and previously led Grisanti Capital Management LLC from 1999 to 2020. He serves as a director of the Royce Funds, a mutual fund company, a role he has held since 2017. MAI Capital Management, LLC provides investment management, wealth management, retirement consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers integrated financial planning, trust administrative, and insurance services.