Profil
Mr. Michael L.
Beaulieu, CFA MBA, is a Senior Wealth Advisor, Team Leader & Managing Director at MAI Capital Management LLC.
He has over 16 years of industry experience.
He conducts financial planning, portfolio management and research for clients.
Prior to MAI, Mr. Beaulieu was a Vice President and Guidance Consultant with Fidelity Investments' Private Client Group and Planning & Guidance Organizations, respectively.
He graduated from the University of New Hampshire with a BBA and earned his MBA from the University of North Florida.
He is a Certified Financial Planner and holds the Chartered Financial Analyst designation.
Postes actifs de Mike Beaulieu
| Sociétés | Poste | Début |
|---|---|---|
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 | 01/05/2014 |
Formation de Mike Beaulieu
| University of New Hampshire | Undergraduate Degree |
| University of North Florida | Masters Business Admin |
Expériences
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
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 |
