San Mateo, CA Office

Cristina Albright is a financial advisor with MAI Capital Management, LLC, holding a Series 66 designation and bringing 25 years of industry experience. Her prior roles include fourteen years at LPL Financial and over two decades at Summit Financial Advisors, LLC. Outside of her advisory work, she is a licensed notary and has a minor involvement in real estate sales and referrals. 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 that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm provides customized portfolio management across various strategies, integrating financial planning, tax, and bill-pay services, and serves in both product-sponsor and advisory roles, managing mutual funds and private investment vehicles.

Rafael Velez III is a financial advisor with MAI Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at LPL Financial, LLC for 14 years and at Summit Financial Advisors, LLC for 27 years. Velez serves as a vice president and board member of Youth Experience Sponsorship, a nonprofit organization. MAI Capital Management provides 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 customized portfolio management across multiple strategies, integrating financial planning and other services into client relationships.