MAI Capital

Our own Benjamin Sayer, CFA, recently joined a panel at the Wealth Management EDGE conference alongside fellow industry leaders to discuss the evolving landscape of private markets.

Moderated by David Bodamer (Editorial Director, Wealth Management Group), Ben was joined by Ryan Eisenman (Co-Founder & CEO, Arch), Jody Cullinan (VP, APL Product Development, InvestCloud), and Logan Henderson (Co-Founder & CEO, Gridline).

The conversation tackled some of the most pressing operational challenges in alternatives today — from reducing manual processes through automation and standardized documentation, to building the data infrastructure needed to deliver a truly unified portfolio experience for clients.

One important takeaway: the next phase of growth in alternative investments will likely be defined by advances in data quality and reporting transparency.

At MAI Capital, these aren't just industry talking points — they reflect how we're building internally. We remain focused on scalable processes and rigorous due diligence as we evaluate alternative strategies on behalf of our clients.



This is not a recommendation to buy or sell any security or product, nor should it be considered a recommendation of any particular asset allocation. Any investment in alternatives may entail a high degree of risk, including the loss of principal, and alternatives are not suitable for all investors.

MAI continues to grow by partnering with firms that share a long-term, client-first approach to wealth management.

Today, we welcome Saybrook Wealth Group, an Old Saybrook, Connecticut-based RIA.

Founded in 2007 by Stephen Norton, Saybrook is known for its customized approach to portfolio construction, personalized planning and long-term client relationships. By joining MAI, Stephen and his team gain access to expanded resources while continuing to deliver the thoughtful, client-first service that has defined their firm.

Full announcement: https://hubs.ly/Q04kB4TR0

MAI has completed its previously announced transaction with Carlyle, a global investment firm that has acquired a majority stake in the company.

The investment builds on a relationship that began in 2021 and provides MAI with additional resources and strategic backing to support continued growth, including investments in technology and strategic acquisitions.

Through this next chapter, MAI will maintain its leadership team, culture and operational independence while continuing to focus on the client-first approach that has defined the firm since inception.

Full announcement: https://hubs.ly/Q04kBS910

Charlotte is where our regional president and senior managing director, Leila Evans, has called home since the late 1980s.

She was recently profiled in CAA Invest: Charlotte, where she shared how she’s seen the city evolve into one of the country's most dynamic financial centers and how she’s gone about building a wealth management practice rooted in long-term relationships and personalized advice.

Since partnering with MAI in 2021, that foundation has continued to grow. As Leila put it, "it allowed us to keep the boutique feel that our clients value while gaining access to a broader set of services, products, and expertise."

Read the full article to learn how Leila and her team approach financial planning with a long-term mindset, their commitment to empowering women to take charge in managing their financial lives, and how their local approach to service reflects MAI’s emphasis on scaling nationally while maintaining a boutique, community-driven feel.

Read now: https://hubs.ly/Q04jPk1c0

A great way to predict the future of financial services? Build it.

This week, we are officially launching our summer internship program at MAI!

Our new interns are jumping right into the thick of it. Over the next few months, they’ll be fully immersed in our day-to-day operations—working on strategic projects, collaborating directly with our teams, and building practical skills for their future careers.

We’re ready for a fantastic summer of sharp insights, collaboration, and professional development.

Welcome to the MAI team!

By mid-year, market shifts, interest rate changes, and performance in certain areas of a portfolio can quietly move an investment plan away from its original allocation.

A mid-year money reset can be an opportunity to reassess your portfolio with intention, including your risk exposure, liquidity needs, tax considerations, and long-term wealth objectives.

In our latest article, we share five factors to consider when rebalancing your portfolio and realigning your investment strategy for the second half of the year.

Read the full article: https://hubs.ly/Q04jFJg90