Publications

MAI Capital Management acquires Harbor Wealth Management
Other - MAY 7, 2024

To read this full article you need to be subscribed to Newsline.

Sign in Sign up for a FREE subscription

MAI Capital Management acquires Harbor Wealth Management

by Lewis Dayton

Cleveland-based MAI Capital Management has acquired Harbor Wealth Management.

“We are thrilled to welcome Harbor to our growing MAI team and to expand our presence in Colorado,” said Rick Buoncore, managing partner at MAI. “Harbor not only shares our client-first mentality but also has a track record of creating innovative solutions for clients, such as unique services for young professionals and women.”

Elysse Foster and Megan Miller added, “As we thought about the next phase of our business, we wanted a partner who could give us the resources that we need to bring our practice to the next level, while allowing us to focus on what we love the most: serving our clients. MAI is equipped with the right tools to move our business forward; help our team grow in size and in expertise; and match our deep-rooted, client-centric culture. We are very excited to join the team.”

Forgot your username or password?