MAI Capital Management Adds Managing Director in Cincinnati
Jamie Caudill joins to support the firm’s wealth management strategy and strategic financial plan design for high-net-worth clients
CLEVELAND–(BUSINESS WIRE)–MAI Capital Management, LLC (“MAI”), a leading independent registered investment adviser that specializes in comprehensive investment and financial planning for high-net-worth individuals and families, has appointed Jamie Caudill as Senior Wealth Advisor, Managing Director in the Cincinnati office. In his new role, Caudill will be responsible for developing comprehensive wealth strategies and strategic financial plans for the firm’s high-net-worth clients.
Caudill has over 25 years of experience in the financial services industry and specializes in client relationship management, business development, portfolio construction and retirement consulting. Most recently, he served as Vice President, Senior Portfolio Manager at Huntington Private Bank in Cincinnati.
“MAI is widely recognized for its commitment to client services and its team-focused culture,” said Caudill. “I am excited to join the MAI team and align with their collective philosophy in creating meaningful and strategic plans to help our clients reach their goals.”
“We have cultivated a team of professionals with a shared dedication to our clients, and Jamie’s background and professional experience complement the MAI approach,” said Bill Bruns, Senior Wealth Advisor, Team Leader and Managing Director at MAI. “We are pleased to welcome him aboard.”
Caudill’s addition is the latest in MAI’s ongoing growth trajectory, adding individuals and teams that embody the MAI approach and extend the firm’s reach across geographies. In the last three years, MAI has grown significantly and most recently surpassed a pivotal milestone in the firm’s history, managing over $10 billion in client assets. Earlier this year, MAI announced its acquisition of HW Financial Advisors in Beachwood, Ohio and the wealth management division of Ownership Advisors in Cleveland.
“Our growth is a direct result of the team we have in place and the support they provide our clients every day,” commented Rick Buoncore, Managing Partner of MAI. “We remain focused on delivering superior services to our clients and our growth allows us to enhance our offerings, the tools available and the in-house expertise that helps them achieve their objectives. Jamie’s addition to the team further supports these initiatives, and we are excited to leverage his expertise for our clients.”
Caudill holds the CERTIFIED FINANCIAL PLANNER™ designation. He received his bachelor’s degree in finance from the University of Kentucky and a Master of Business Administration degree with a concentration in finance and entrepreneurship from Xavier University.
About MAI Capital Management
MAI Capital Management (“MAI”) is a fee-based registered investment adviser and wealth management firm based in Cleveland, with additional offices in Cincinnati, OH, Ponte Vedra Beach, FL, Nashua, NH, Irvine, CA, Reston, VA, Little Rock, AR, New York City and St. Louis and a presence in Columbus, OH and Miami. As of March 31, 2021, MAI’s assets under management totaled $10.3 billion. The firm also provides comprehensive investment management and planning services to high-net-worth individuals, families and athletes. MAI is led by Managing Partner Rick Buoncore. For more information, please visit www.mai.capital.
Contacts
Marissa Foy Comerford
Gregory FCA for MAI Capital
[email protected]
610-228-2104
