Ted Burton is a financial advisor with MAI Capital Management, LLC, holding a Series 65 designation. He has been with MAI Capital since 2024 and previously worked at Texas A&M University from 2023 to 2024. MAI Capital Management, LLC offers 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, trusts, and institutional clients. The firm employs a range of investment strategies and integrates financial planning and tax services into client relationships.

Barry Klarberg is a financial advisor with MAI Capital Management, LLC in New York, NY, holding a Series 65 credential and 16 years of industry experience. His prior roles include positions at Regal Wealth Management, Monarch Advisory, and Monarch Business and Wealth Management, where he also serves as managing member overseeing accounting and business services. MAI Capital Management provides investment management and wealth advisory services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional investors. The firm offers customized portfolio solutions, integrated financial planning, and serves as an adviser to mutual funds and private investment vehicles.