Jeffrey Wherry

Director of Research and Planning at MAI Captial

Role: Director of Planning & Research at MAI Capital Management
Location: New Castle, PA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

Director of Planning & Research
MAI Capital Management
Apr 2024 — Present

Skills

Qualified Retirement Plans
Financial Advisory
Certified Financial Planner
Investment Advisory
Retirement Planning

Contact information

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Work email
•••••@mai.capital
Personal email
•••••@•••••.com
Direct dial
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Current company

MAI Capital Management

Financial Services · 520 employees · Founded 1973 · Cleveland, Ohio, United States

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.

mai.capital

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Experience

Director of Planning & Research

Skills

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