Joe Lum

Role: Managing Director at MAI Capital Management
Location: San Francisco, CA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Joe Lum

Joe is a Senior Wealth Advisor and Regional President based in San Ramon, California. He…

Experience

Managing Director
MAI Capital Management
Jul 2022 — Present

Contact information

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Work email
j••••••@mai.capital
Personal email
•••••@•••••.com
Direct dial
+14•••••••56

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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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About Joe Lum

Experience

Managing Director

Find verified contacts for anyone on LinkedIn