MAI Partnering With Intersect Capital


August 8, 2022

On July 21, 2022, MAI Capital Management Partners announced a partnership with Intersect Capital.

Under the terms of the transaction, MAI Capital Management (“MAI”) will partner with Intersect Capital (“Intersect”). As part of the deal, Joe McLean, managing partner of Intersect, will join MAI as chief innovation and growth officer. McLean will also head MAI’s operations in the Northern California region. Further teams of the deal were not disclosed.

MAI, based in Cleveland, is a fee-based registered investment adviser and wealth management firm serving clients in the sports and entertainment industries. As of June 30, 2022, the firm had $13.4 billion in assets under management.

Intersect, based in San Ramon, California, is a wealth management firm specializing in serving professional athletes The firm has $1.2 billion in assets under management.

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