Cleveland, OH Oak Tree Blvd Office

Douglas Butler is a CFA® charterholder with 22 years of experience in the financial industry. He has been with MAI Capital Management, LLC since 2014. Outside of his advisory role, he serves on the Investment Committee of the YMCA of Greater Cleveland, participating in the evaluation of investment managers for the organization's endowment fund. 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, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning, tax, and administrative services within many client relationships.

Brandon Bleile is a financial advisor at MAI Capital Management, LLC in Cleveland, OH, holding Series 65 and Series 63 licenses with four years of industry experience. He has worked at MAI Capital Management since 2019 and previously held positions at KeyBanc Capital Markets, Livelsberger Financial Advisory, Sherwin-Williams, Foot & Ankle Center of Ohio, and Ashland University. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, professional athletes, trusts, and institutional clients. The firm manages over $72 billion in assets and offers customized portfolio strategies across multiple asset classes, integrating financial planning and administrative services.

Joseph Palko is a CFP® professional with 18 years of industry experience. He has worked at MAI Capital Management, LLC since 2022 and previously spent nine years at McDonald Partners LLC. He holds the Series 66 designation. MAI Capital Management, LLC offers 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 institutional clients. The firm employs a range of portfolio strategies and integrates financial planning, tax, and bill-pay services, managing $72.3 billion in assets as of May 31, 2026.

Stanley Majkrzak is a CFP® with 27 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2021. He previously worked at Hw Financial Advisors and Commonwealth Financial Network for over two decades and was associated with Howard, Wershbale & Co, CPAs for 27 years. Majkrzak is a co-owner of IPS Bio, LLC, a private entity involved in investments unrelated to his advisory work. MAI Capital Management, LLC provides 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 institutional clients. The firm offers a range of strategies and services, including discretionary and non-discretionary portfolio management, and manages $72.3 billion in assets as of May 2026.

Stephen Rudolph is a financial advisor with MAI Capital Management, LLC in Cleveland, Ohio. He holds Series 63 and Series 66 credentials and has 28 years of industry experience. Prior to joining MAI Capital Management in 2021, he worked at Hw Financial Advisors and Commonwealth Financial Network from 1999 to 2021. He is also a co-owner of IPS Bio, LLC, a private entity involved in an investment in Biomendics, LLC. 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 individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers additional services such as trust administration and insurance through affiliated companies.

Michael Selzer is a CFP® professional at MAI Capital Management, LLC with seven years of industry experience. Before joining MAI in 2019, he worked at Paragon Advisors and Sterling Jewelers. 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, institutional clients, and professional athletes. The firm offers customized portfolio management across multiple strategies and integrates financial planning and other services for clients.

Bradley Turner is a financial advisor at MAI Capital Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining MAI Capital Management in 2022, he worked at Hartland & Co. for ten years. 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 a range of portfolio management strategies and integrates financial planning, tax, and bill-pay services into client relationships.

Sean Kriak is a CFP®-credentialed financial advisor at MAI Capital Management, LLC with 25 years of industry experience. He worked at McDonald Partners LLC for 11 years before joining MAI Capital Management in 2022. Outside of his advisory role, he serves on the boards of several nonprofit organizations, including Cathy’s House, The Society Foundation, and the Jack Mulhull Center. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services into many client relationships.

Emmanuel Dela Cerna Jr. is a CFP® with four years of experience in the financial industry. He is currently with MAI Capital Management, LLC and has prior experience at Commonwealth Financial Network, Davenport Wealth Management, and Northwestern Mutual. Outside of finance, he has past work experience that includes time at The University of Akron and Master Pizza. MAI Capital Management, LLC 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 manages over $72 billion in assets and customizes portfolio management across various strategies using both in-house and third-party resources.

Katherine Kelly is a financial advisor at MAI Capital Management, LLC in Cleveland, OH, holding a Series 65 designation with three years of industry experience. She has worked at MAI Capital Management since 2019 and previously held positions at ValMark Securities, Inc. and Applied Financial Concepts, Inc. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning, tax, and administrative services into client relationships.

Luka Matic is a CFP® professional with two years of industry experience, currently affiliated with MAI Capital Management, LLC. His prior roles include positions at Crown Point Financial Services, Ranpack, and John Carroll University. Outside of finance, he has experience related to Matic Farms. MAI Capital Management, LLC provides 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 manages a broad range of investment strategies through both in-house and third-party portfolio managers and offers additional services such as trust administration and insurance.

Bradley Norton is a CFA® charterholder with eight years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2022. His prior experience includes roles at Winfield Associates and Victory Capital Management. MAI Capital Management, LLC 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 institutions. The firm manages over $72 billion in assets and offers customized portfolio management across various strategies, combining financial planning and tax services with multiple investment vehicles.

Timothy Carneval is a CFP® professional with 18 years of industry experience, currently serving at MAI Capital Management, LLC since 2014. He is based in Cleveland, OH. MAI Capital Management 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 manages a broad range of strategies through both in-house and third-party managers and offers integrated financial planning, trust administration, and insurance services.

Kurt Nye Jr. is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2014. He is a board member of the United Way of Greater Cleveland, where he assists in reviewing investment portfolios and participates in board meetings. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, and retirement plan consulting to a diverse client base including individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers additional services such as trust administration and insurance through affiliated companies.

John Zaller is a CFA® charterholder and holds a Series 65 license with 18 years of industry experience. He has been with MAI Capital Management, LLC since 2016. Outside of his advisory role, he serves as treasurer for the City Mission of Cleveland and is president of the City Mission Endowment Foundation, where he oversees financial records and investment portfolios. MAI Capital Management 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, institutions, and foundations. The firm offers customized portfolio management across multiple strategies and serves in both product-sponsor and advisory capacities, managing a variety of private funds and affiliated investment vehicles.