Columbia, MD Office

Joshua Sacks is a CERTIFIED FINANCIAL PLANNER™ with 10 years of industry experience. He has worked at MAI Capital Management, LLC since 2025 and previously spent nine years with Lowe Wealth Advisors, LLC. 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 manages a broad range of strategies across equity, fixed income, ETFs, and private investments and integrates financial planning and tax services within many client relationships.

David Kasten is a CFP® professional with 21 years of industry experience, currently serving at MAI Capital Management, LLC. He has worked at Lowe Wealth Advisors, LLC for 15 years. 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 a broad range of strategies across equity, fixed income, ETFs, and private investments, and offers both advisory and product-sponsor roles including investment advisory for a registered mutual fund and management of private funds.

Gregory Lowe is a CFP® credentialed financial advisor with 23 years of industry experience. He has worked at MAI Capital Management, LLC since 2025 and previously led Lowe Wealth Advisors, LLC for 14 years. 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, sports professionals, trusts, and institutional clients. The firm manages a wide range of strategies and integrates financial planning, tax, and administrative services, with $72.3 billion in assets under management as of May 2026.

Bradley Williams is a financial advisor at MAI Capital Management, LLC with 15 years of industry experience. He holds a Series 65 designation and previously worked for 11 years at Lowe Wealth Advisors, LLC before joining MAI Capital Management in 2025. 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- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies across a range of asset classes, integrating financial planning, tax, and bill-pay services into many client relationships.

Harold Lowe is a CFP® with 24 years of industry experience, currently serving at MAI Capital Management, LLC since 2025. Prior to joining MAI, he led Lowe Wealth Advisors, LLC for 14 years. 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 manages $72.3 billion in assets and offers a range of customized portfolio strategies alongside integrated financial planning and advisory services.

Jennifer Kutchey is a CFP® with 18 years of industry experience, currently serving at MAI Capital Management, LLC since 2025. Prior to joining MAI, she worked for 13 years at Lowe Wealth Advisors, LLC. MAI Capital Management 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 manages a broad range of strategies and provides additional services such as trust administration and insurance through its affiliates.