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Mike B. George
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Profiel
Mr. Michael B.
George, CPA MBA, is a Director & Senior Associate at MAI Wealth Advisors LLC since 2005.
Through his extensive background in Finance, he coordinates all aspects of Wealth management for Baseball, Football, Hockey, and Coaching clients.
Combining his knowledge of financial planning with the needs of his clients, he offers clients the quality service that MAI clients appreciate.
Prior to joining MAI in 2005, Mr.George spent four years with IMG's Corporate Finance department as an Account Executive for the team sports, Broadcasting, Models, and Special Projects divisions.
Mr.George earned a bachelor's degree in international finance from John Carroll University and a MBA from the Case Western Reserve University Weatherhead School of Management.Senior Associate at MAI Wealth Advisors LLC since 2005.
Eerdere bekende functies van Mike B. George
Bedrijven | Functie | Einde |
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MAI Capital Management LLC
![]() MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms. | Analyst-Equity | 20-01-2011 |
Opleiding van Mike B. George
John Carroll University | Undergraduate Degree |
Case Western Reserve University | Masters Business Admin |
Ervaring
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Verwante bedrijven
Bedrijven in privébezit | 1 |
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MAI Capital Management LLC
![]() MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms. | Finance |