MAI Capital Administration Provides Justin Bass to Bolster its Sports activities + Leisure Division

CLEVELAND–(BUSINESS WIRE)–MAI Capital Management, LLC (“MAI”), a registered funding adviser specializing in complete funding and monetary planning for high-net-worth people, households, skilled athletes and entertainers, has appointed Justin Bass as Managing Director within the MAI Sports activities + Leisure division. Bass will present complete wealth methods and monetary plans for the agency’s skilled athlete and leisure purchasers.

Bass has over 25 years of expertise within the monetary companies trade and household office-related companies. He makes a speciality of complete monetary planning for high-net-worth people with a give attention to skilled athletes and entertainers. Bass will leverage his expertise in overseeing monetary, enterprise and authorized affairs, in addition to assist purchasers develop and market their private manufacturers. He shall be based mostly in MAI’s West Coast workplaces.

“MAI has a long time of expertise in assembly the monetary wants and way of life objectives of athletes and entertainers,” stated Bass. “This deep-seated expertise is backed by a group of gifted and devoted professionals with a shared purpose of delivering high quality shopper service. Aligning with MAI will permit me to amplify my influence for MAI purchasers, and I’m excited for what’s to come back.”

MAI has labored with skilled athletes all through its historical past and solidified its focus within the house with the 2019 acquisition of MTX Wealth Administration in Reston, Virginia. Since then, the group has grown significantly, including gifted monetary professionals and devoted employees to service athletes’ monetary objectives and way of life wants.

The addition of Bass is the newest in MAI’s ongoing progress trajectory. The agency has acquired 21 RIAs throughout the nation since 2018, increasing its attain throughout the Mid-Atlantic, Northeast and Southeast areas of the U.S., whereas additionally constructing devoted enterprise items to serve its purchasers multifaceted wants, together with MAI Funding Options, MAI Sports activities + Leisure, MAI Insurance coverage Options, a household workplace and extra. MAI’s progress has been supported by its partnership with Wealth Companions Capital Group, a monetary companies holding firm, and its 2021 acquisition by Galway Holdings, a number one monetary companies distribution firm.

“Our progress is a direct results of the group we’ve in place and the help we offer our purchasers on daily basis,” stated Rick Buoncore, Managing Accomplice of MAI. “We stay targeted on delivering high quality companies to our purchasers to assist them obtain their goals. Justin has intensive expertise offering purchasers with custom-made monetary and funding administration companies. We’re thrilled to leverage his perception in bolstering our choices for our skilled athlete purchasers.”

Bass acquired his bachelor’s diploma from the College of California, Los Angeles, and a J.D. from College of California, Hastings School of the Legislation. Exterior of his work within the monetary companies trade, he serves as a board member for the Wender-Weis Basis for Kids.

About MAI Capital Administration

MAI is a fee-based registered funding adviser and wealth administration agency based mostly in Cleveland with 17 further workplaces nationwide. As of June 30, 2022, MAI’s belongings beneath administration totaled $14.4B. The agency additionally offers complete funding administration and planning companies to high-net-worth people, households, and athletes. MAI is led by Managing Accomplice Rick Buoncore. For extra info, please go to www.mai.capital.

About Galway Holdings

Galway Holdings, LP (“Galway”) is a diversified monetary companies distribution platform targeted on product distribution and differentiated shopper service leveraging know-how, knowledge analytics, and modern risk-sharing options.