Tag : Chairman & CEO

MAI Capital Management Expands Into Atlanta Market Through Acquisition of Waypoint Wealth Counsel
Finance Investments News

MAI Capital Management Expands Into Atlanta Market Through Acquisition of Waypoint Wealth Counsel

Business Wire
by Business Wire0
Acquisition brings approximately $490M in AUM as MAI broadens its presence in strategic U.S. markets MAI Capital Management (“MAI”), a registered investment advisor (RIA) focused on empowering clients to simplify, protect and grow their wealth, announced the acquisition of Waypoint Wealth Counsel LLC (“Waypoint”), an Atlanta-based, fee-only RIA offering comprehensive financial planning,......
Vidrio Financial Unveils Alternative Investment (VIP) Ecosystem: A Unified Platform Hub for Data, Decisions, and Deal Flow
Finance Investments News

Vidrio Financial Unveils Alternative Investment (VIP) Ecosystem: A Unified Platform Hub for Data, Decisions, and Deal Flow

PR Newswire
by PR Newswire0
In the first quarter of this year, Vidrio Financial (“Vidrio”) saw significant growth and demand for our institutional portfolio management platform, highlighted by new mandates from leading investors. Building on this momentum, Vidrio is excited to introduce VIP, (Vidrio Investor Partner), a new investment ecosystem that connects institutional investors, fund......
MAI Capital Management Expands Texas Presence with Addition of Service Academy Capital Management
Finance Investments News

MAI Capital Management Expands Texas Presence with Addition of Service Academy Capital Management

Business Wire
by Business Wire0
Acquisition augments MAI’s growth in serving ultra-high-net-worth clients MAI Capital Management (“MAI”), a registered investment advisor (RIA) focused on empowering clients to simplify, protect and grow their wealth, announced the acquisition of Service Academy Capital Management, LLC (“SACMGT”), a Dallas-based RIA serving ultra-high-net-worth (UHNW) individuals and their families, institutions and family offices.......
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