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George Lynch
Senior Business Developer at Mai Capital Management
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Work Experience
Senior Business Developer
2023 - Present · 1 years and 11 months
Co-Founder
2022 - Present · 2 years and 11 months
Self-employed
Cofounder Hbcu Heroes
2022 - 2023 · 1 years
Company Details
201-500 Employees
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.
Year Founded
1973
Social Media
Linkedin
Industry
Financial Services
HQ Location
6050 Oak Tree Blvd S Cleveland, Ohio 44131, US
Keywords
Succession PlanningEstate PlanningFinancial PlanningInvestingRetirement PlanningTax PlanningInsuranceWealth Managementand Investment Management
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