Philip Noftsinger
Chief Financial Officer @MAI Capital Management
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WORK HISTORY
Chief Financial Officer @MAI Capital Management
Cleveland, OH, US
As a key member of the executive team at MAI Capital Management, I spearheaded the financial strategy for a nationally recognized Registered Investment Advisor. My role involved overseeing all financial operations, ensuring alignment with the firm’s strategic objectives, liaising with our Private Equity sponsors, and enhancing operational efficiency.
EDUCATION
Strayer University
Masters, Business Administration
George Mason University
BA, History
SKILLS
ABOUT PHILIP NOFTSINGER
I am currently serving as the Chief Financial Officer for MAI Capital Management. MAI Capital is a wealth management and investment firm that offers personalized financial planning, portfolio management, and family office services to high-net-worth individuals, families and institutions. As a CPA, MBA and a Six Sigma Green Belt, I have 29 years of experience in accounting and finance, with a focus on strategic direction, M&A, FP & A, cash flow management, and overall technical accounting leadership. I am passionate about delivering value to my stakeholders, supporting innovation and sustainability, and advancing the accounting profession.As the CFO of MAI Capital, I am responsible for developing strategic financial plans that are in alignment with the overall goals of the firm, as well as overall financial operations, including accounting, financial planning & analysis, business finance, and treasury. In previous roles, at CBIZ I have led departments, as well as entire business units with hundreds of employees. I’ve also participated in M&A from a variety of vantage points, as President as well as many finance roles. A unique accomplishment for finance professional, I created the CBIZ Small Business Employment Index, a widely recognized metric that gauges hiring trends in small businesses across the US. Through that, I\'ve had experience working with outside media in radio, print and live in studio television.
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