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Mike B. George
Plus aucun poste en cours
Consumer Services
Finance
Profil
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.
Anciens postes connus de Mike B. George
| Sociétés | Poste | Fin |
|---|---|---|
MAI Capital Management LLC
 MAI Capital Management LLC Investment ManagersFinance MAI seeks real capital growth proportionate to the level of risk the client is willing to take. The firm uses an investor identification and profile questionnaire to document the client’s investment objectives, time horizon, risk tolerance, tax considerations, and any special considerations and/or restrictions the client chooses to place on the management of the account. They select suitable categories of investments based on the clients' attitudes about risk and their need for capital appreciation or income. MAI primarily seeks to hold securities for the longer term, especially in taxable accounts. The firm uses short-term trades and options less frequently and only when, in their judgment, they are appropriate for a particular account or given market condition. | Analyst-Equity | 20/01/2011 |
Formation de Mike B. George
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Case Western Reserve University
 Case Western Reserve University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
John Carroll University
 John Carroll University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
MAI Capital Management LLC
MAI Capital Management LLC Investment ManagersFinance MAI seeks real capital growth proportionate to the level of risk the client is willing to take. The firm uses an investor identification and profile questionnaire to document the client’s investment objectives, time horizon, risk tolerance, tax considerations, and any special considerations and/or restrictions the client chooses to place on the management of the account. They select suitable categories of investments based on the clients' attitudes about risk and their need for capital appreciation or income. MAI primarily seeks to hold securities for the longer term, especially in taxable accounts. The firm uses short-term trades and options less frequently and only when, in their judgment, they are appropriate for a particular account or given market condition. | Finance |
