MAI Capital Management Acquires Winfield Associates
Summary
Prior to that in 2021, MAI completed acquisitions in Maryland, North Carolina, Illinois, Ohio and Florida, extending its growing footprint across the Midwest, Mid-Atlantic and Southeastern regions. “Our clients are our top priority, and we are committed to delivering comprehensive support and strategies that advance their financial goals,” Baker and Haley commented. “Partnering with MAI allows us to continue to deliver this level of service, while enhancing the technology, resources and solutions we offer our clients.” John Hahn, Executive Chairman at Galway added: “MAI is focused on amplifying its impact for high-net-worth investors, consistently delivering strategic wealth management solutions that are driven by comprehensive and customized strategies. MAI is a fee-based registered investment adviser and wealth management firm based in Cleveland with 17 additional offices nationwide. It includes EPIC Insurance Brokers & Consultants and a diversified brokerage distribution and underwriting platform, with a focus on data analytics, technology transformation and innovative risk-sharing solutions.