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MAI Capital

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National RIA empowering you to simplify, protect, & grow your wealth.

Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives easier. While many things have changed over the past 50 years, our mission as a registered investment adviser has not: we work to empower clients to simplify, protect, and grow their wealth. MAI serves the wealth management and sports & entertainment businesses, continuously expanding our clientele to include those who need specialized financial planning assistance. We are driven by a fiduciary duty to act in our clients’ best interests and have developed a variety of solutions to serve the breadth of their needs. We provide financial & estate planning, investment management, tax planning & preparation, insurance & risk management, accounting & bill pay, and philanthropy advice as well as boutique services like family office or specialized solutions to people in the sports and entertainment industries.

10/29/2026

We’re proud to share that Rick Buoncore, our Chairman and CEO, has been named to Crain's Cleveland Business' 2026 Who’s Who in Cleveland list!

Rick’s leadership is reflected in MAI’s three pillars: take care of our clients, each other, and our communities. Through many chapters of growth, he has stayed hands-on with our team and deeply invested in Cleveland, building a culture of client care and accountability.

Congratulations, Rick, and to all the honorees helping shape Northeast Ohio’s business community.

Crain’s All Access members can view the full list here: https://hubs.ly/Q04CLM1j0

This list was created by the editorial staff of Crain’s Cleveland Business to reflect active leadership and strong business growth. Third-party recognition is no guarantee of future business success and does not ensure that a client will experience a higher level of service and should not be construed as an endorsement of the advisor.

10/28/2026

Walking away from the game you’ve played your whole life is a defining moment.

For MAI’s Tim Schmoll, clarity came while boarding a flight, when his dad sent him an article about Joe McLean, now MAI’s Managing Partner for Sports & Entertainment. Today, Tim works alongside McLean, advising athletes, including members of the U.S. Men’s National Team.

In our latest Beyond the Game article, he shares how one text changed everything.

Read the full article here: https://hubs.ly/Q04CGCxZ0

10/22/2026

What do you want your money to make possible?

For many younger women, building wealth isn’t just about saving for someday. It can also be about creating more choices today, from career flexibility and travel to investing and planning for the future. And part of that shift is simply talking about money more openly.

As MAI Capital advisor Melanie Fagan puts it, we can help “normalize that women make money and are smart investors.”

Explore how the next generation of women may be approaching money, investing and the financial decisions that matter to them.

Read the full article: https://hubs.ly/Q04BNGV30

10/21/2026

Capital Analytics Associates recently profiled Leila Evans, Regional President & Senior Managing Director, in their “Spotlight On” series. The piece covers her path from banking to co-founding a wealth management firm in 2009, and joining MAI Capital in 2021.

One thing that stood out? Community is a part of her strategy. As Leila put it, “We want to be part of Charlotte in every sense, not just as a firm serving clients here but as a team contributing to the city’s future.”

Read the full interview linked in the comments below!

10/20/2026

As digital presence expands, maintaining proactive online habits is essential for protecting personal accounts and financial data.

Primary focus areas center on identifying fraudulent messages, establishing strong password standards, enforcing multi-factor verification, and applying routine software updates.

Swipe to explore practical guidelines that can help support your digital security.

10/15/2026

Earning Name, Image, and Likeness income brings unique financial decisions, from business entity options to multi-state tax responsibilities.

Important topics to review include NIL business structures, savings rates, risk factors, estate planning, and advisory team selection.

Swipe to review fundamental answers to these common NIL financial questions.

10/13/2026

⏰ We're LIVE today at 2:00 PM ET!

Join former Deputy Chief of Staff to President George W. Bush and Campaign Strategist Karl Rove and MAI Chief Market Strategist Chris Grisanti for a Fireside Chat on “The Political Landscape in 2026: A Discussion with Karl Rove on Midterm Elections and Beyond.”

The discussion will evaluate midterm expectations, evolving party dynamics, and potential policy developments that may interact with financial markets.

Expect a candid, insightful discussion, as host Chris Grisanti highlights: "Talking with Karl Rove is a real learning experience...he's fair-minded, super-intelligent, and easy to talk with, so I'd urge you to listen in and see for yourself."

It's not too late to secure your spot. Register and join us live today: https://hubs.ly/Q04yZKrN0

10/12/2026

We are thrilled to announce Matt Barthel as our new Managing Partner, Strategic Advisor Recruiting.

With nearly 35 years in journalism and 20 in wealth-management data, including his time at Barron's, Matt brings deep insight and relationships across the advisor landscape. He'll lead our advisor lift-out efforts and help grow our network in new markets and specialties.

"Cultural fit isn't just a priority for us, it's non-negotiable," said Rick Buoncore, Chairman & CEO. "Matt's deep insights, expertise and relationships across the financial advisor landscape will play a major role in our efforts to expand our advisor network."

Welcome, Matt. Read the full announcement here: https://hubs.ly/Q04zV0b80

10/08/2026

Digital assets may require the same structured planning as physical property and traditional financial accounts.

Without clear documentation and designated authority, managing online records can create administrative challenges for family members. Implementing a thoughtful strategy can help protect sensitive information and simplify the transition process.

Swipe through the carousel to view 4 key strategies to consider when securing a digital footprint.

10/07/2026

National political trends continue to evolve, raising critical questions about today's market environment:

• What factors could shape upcoming congressional outcomes?
• How are party strategies forming ahead of 2028?
• How might potential policy shifts interact with financial markets?

Join us on Tuesday, October 13 at 2:00 PM ET as Karl Rove, former Deputy Chief of Staff to President George W. Bush and Campaign Strategist, and Chris Grisanti, MAI Chief Market Strategist, host a live Fireside Chat covering midterm expectations, party realignments, and economic policies that may impact investor portfolios.

Register now to join or receive the recording: https://hubs.ly/Q04yZHNW0

Address

6050 Oak Tree Boulevard Suite 500
Cleveland, OH
44131

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

http://mai.capital/

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