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Matthew S

Series 63, Series 65

New York, NY

MAI Capital Management, LLC

Matthew Sear is a financial advisor with MAI Capital Management, LLC in New York, NY, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Evoke Advisors, INbalance Advisors, SkyBridge Capital II, Hastings Capital Group, and First Republic Investment Management. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages customized portfolios across a variety of strategies and serves in both product-sponsor and advisory capacities, overseeing significant assets including mutual funds and 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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Nicolas V

CFA®

New York, NY

MAI Capital Management, LLC

Nicolas Vidas is a CFA® charterholder currently with MAI Capital Management, LLC. He has one year of industry experience and previously worked at Evoke Advisors and Crescent Bay Advisors. Vidas began his career at New York University. 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, and institutional investors. The firm manages a wide range of strategies and offers services such as trust administration and insurance through affiliated entities.

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