Houston, TX Office

Alexander Spiller is a CFP® and Series 65-registered financial advisor at MAI Capital Management, LLC with eight years of industry experience. He previously worked at WCG Wealth Advisors, LLC and has been associated with Treloar & Heisel, LLC for over a decade, where he is involved in the sale of fixed insurance products. Spiller also served in the US Army for nine years. MAI Capital Management, LLC provides investment management, 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 $72.3 billion in assets and offers a range of portfolio strategies implemented through various management structures, integrating financial planning and tax services into many client relationships.

Matthew Wells is a financial advisor at MAI Capital Management, LLC in Houston, TX, holding the CFA® designation along with Series 66 and Series 63 licenses. He has 12 years of industry experience with prior roles at PNC Bank, First Horizon Advisors, and Mercer Global Advisors, among others. 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 customized portfolio management across various strategies and serves in both product-sponsor and advisory roles, managing significant assets and affiliated private funds.