Profil
Mr. Mitchel T.
Faulkner is a Wealth Advisor & Senior Associate at MAI Capital Management LLC.
He is responsible for helping high net worth individuals and families define and meet their goals and objectives.
He has a diverse background in investment research, portfolio management, retirement planning, family office services, and pre-divorce financial analysis.
He joined the firm in 2020 following the acquisition of Greenway Family Office, where he served as a Financial Planning Associate.
He graduate from Lindenwood University, he holds a Bachelor of Science in Finance.
He is a CERTIFIED FINANCIAL PLANNER professional.
Postes actifs de Mitchel Faulkner
| 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 | 01/01/2020 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
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 |
