Santa Rosa, CA Office

Matthew Adams is a financial advisor at MAI Capital Management, LLC with 17 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Traverso Chambers Private Wealth Management, LLC and Wells Fargo Advisors. 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 that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a range of investment strategies and offers portfolio management through in-house managers and third-party sub-advisers, alongside financial planning and trust services.

Angela Jamar is a financial advisor at MAI Capital Management, LLC with 24 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Woodbury Financial Services, OSAIC, and JL Schneider & Associates. Outside of her advisory role, she serves as a trustee for her family's personal trust. 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 trusts. The firm employs a range of investment strategies and offers trust and insurance administration services, managing over $72 billion in assets as of May 2026.

Audra Nay is a financial advisor at MAI Capital Management, LLC with 18 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Traverso Chambers Private Wealth Management, Wells Fargo Advisors, and First Republic Investment Management. 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 range of portfolio strategies and integrates financial planning and tax services, serving both advisory and product-sponsor roles.