CLEVELAND--(BUSINESS WIRE)--MAI Capital Management, LLC (“MAI”), a leading independent registered investment adviser that specializes in comprehensive investment and financial planning for high-net-worth individuals and families, announced Michael Dvorkin is joining its team. Based in the greater Miami, Florida area, Dvorkin is transitioning his clients to MAI and establishing MAI’s presence in southeast Florida.
Dvorkin brings over 20 years of professional experience in investment management. In his most recent role, Dvorkin worked closely with high-net-worth individuals and families, small business retirement plans and charitable organizations in providing investment management and advice. He was also responsible for designing and implementing investment strategies for the firm’s clients. Dvorkin will assume the role of Managing Director and Senior Wealth Advisor at MAI.
“Mike embodies the key characteristics of our MAI team: a client-centric philosophy and drive for success,” said Rick Buoncore, Managing Partner at MAI. “He brings deep-seated wealth management experience and expertise, coupled with a rich history of supporting clients in meeting their goals. We look forward to supporting him in the next phase of his career, allowing him to build on his existing relationships and forge new ones with MAI.”
“With the backing of MAI’s wide range of resources and tools, I am best positioned to foster client relationships and enhance their experience,” said Dvorkin. “I look forward to extending these new offerings to clients and having the room to grow and build on my knowledge as a part of the MAI team.”
Mike Dvorkin joined MAI effective April 1, 2021. He adds approximately $70 million in assets to MAI.
About MAI Capital Management
MAI Capital Management (“MAI”) is a fee-based registered investment adviser and wealth management firm based in Cleveland, with additional offices in Cincinnati, OH, Ponte Vedra Beach, FL, Nashua, NH, Irvine, CA, Reston, VA, Little Rock, AR, New York City and St. Louis. As of Feb. 28, 2021, MAI’s assets under management totaled $10 billion. The firm also provides comprehensive investment management and planning services to high-net-worth individuals, families and athletes. MAI is led by Managing Partner Rick Buoncore. For more information, please visit www.mai.capital.
