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Matt Kissell
Plus aucun poste en cours
Profil
Mr. Matthew Kissell, CPA, is a Senior Associate at MAI Wealth Advisors LLC since 2004.
His responsibilities include tax compliance, research and representation relating to various federal, international,state and local tax filings as well as comprehensive tax planning and wealth planning for a wide array of clients.
His client list includes professional athletes, coaches, executives, and high net worth families.
Prior joining MAI he worked for five years at Howard, Wershbale & Co. a large local public accounting firm in Beachwood, Ohio.
Mr.Kissell is a Certified Public Accountant and a member of the Ohio Society of CPA's.
He earned his Bachelor of Arts from Mercyhurst College in Accounting and also earned aÿminor in Finance.
Anciens postes connus de Matt Kissell
Sociétés | Poste | Fin |
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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 |
Formation de Matt Kissell
Mercyhurst University | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
Entreprise privées | 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 |