MAI Capital Management Acquires WaterStone Investment Counsel
Summary
“We are thrilled to bring the WaterStone team into the MAI fold and continue to expand our presence in Cincinnati,” said Ed Kuresman, Regional President. At MAI, Mark Roberts and Don Brosz will both assume the title of Senior Wealth Advisor, working with Ed Kuresman’s team. “As we move into the next phase in our business journey, we are excited to join MAI, which shares our intense focus on doing what is best for our clients,” added Don Brosz, Managing Director at WaterStone. Founded over a handshake between Arnold Palmer and Mark McCormack in 1973, MAI has since evolved into an industry leader under the stewardship of Managing Partner Rick Buoncore. The firm is headquartered in Cleveland OH, with a team of more than 275 advisors and staff providing financial planning, investment management, tax and accounting services to clients supported by additional teams in operations, HR, and technology, fueled by one powerful purpose: to empower clients to simplify, protect, and grow the wealth they have worked so hard to build.