MAI CAPITAL MANAGEMENT - Key Persons

Aaron Ziska

Job Titles:

Wealth Advisor at MAI

Aaron is a Wealth Advisor at MAI. He joined the firm in 2020 as a result of the acquisition of Greenway Family Office ("GFO"). At GFO, Aaron was a Family Office Director where he supported their clients in their day-to-day service needs. Before beginning his career in finance, Aaron served as a Non-commissioned Officer in the United States Army, 4th Infantry Division. Aaron earned his BA in Finance from the University of Missouri - St. Louis and his MBA from Missouri State University. He is also a CERTIFIED FINANCIAL PLANNER™ and a Certified Investment Management Analyst®.

Albie MacDonald

Job Titles:

Wealth Management Group Head at MAI

Albie is a Wealth Management Group Head at MAI. He joined the firm in 2009, bringing a wealth of knowledge in the areas of financial planning and investment management. Albie employs a needs based client experience, helping his clients determine the appropriate risk tolerance in their portfolios and creating a customized solution to meet their needs. Prior to MAI, Albie was a Vice President at Fidelity Investments where he helped high net worth clients with financial planning and investment solutions. He is a CERTIFIED FINANCIAL PLANNER™ professional and a graduate of the University of New Hampshire. Albie volunteers in his community by serving on the Ponte Vedra Athletic Association Board and coaching his sons' baseball teams. In his spare time, he enjoys training for and competing in triathlons and spending time with his wife and four children.

Ally Werden

Job Titles:

Wealth Specialist

Ally is a Wealth Specialist in MAI's Cleveland office. She joined the firm in 2021 following MAI's acquisition of the wealth management business of Ownership Advisors, Inc., where she had been since 2017. Ally guides clients through the onboarding process and then works closely with them to develop, implement, and monitor their goals-based financial plans. Prior to her time at Ownership Advisors, she worked for Charles Schwab Retirement Plan Services and spent three years at First Merit Investment Services, now Huntington Bank. Ally earned her BA in Psychology with a minor in Financial Planning from the University of Akron and is a CERTIFIED FINANCIAL PLANNER™ professional.

Amy Schirmer

Job Titles:

Senior Wealth Advisor at MAI

Amy is a Senior Wealth Advisor at MAI based out of the Reston, Virginia office. She joined the firm in 2020 bringing 24 years of experience to the team. Prior to MAI, Amy was a Senior Vice President, Wealth and Estate Planning Strategist for high net worth clients at SunTrust Wealth Management Group. She earned her BA in Business Administration from Transylvania University and her Juris Doctorate from the University of Kentucky College of Law. Amy is also a CERTIFIED FINANCIAL PLANNER™ professional. She resides in Arlington, Virginia with her husband Pete and their two sons.

Andrew Meyer

Job Titles:

Staff Member

Andrew Powers

Job Titles:

Wealth Management Technology Business Leader, Managing Director
Wealth Management Technology Business Leader, Managing Director / Cleveland, OH

Andrew Zalic

Job Titles:

Director
Portfolio Manager
Portfolio Manager, Director / Cleveland, OH

Andrew is a Portfolio Manager at MAI, working with the Dividend Strategy and High Income Equity Portfolio teams. He joined the firm in 2014 after earning his Bachelor of Science in Business Administration with concentrations in Finance and Investment Management from The Ohio State University. Andrew also holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Cleveland.

Ariel LaFond

Job Titles:

Senior Tax Advisor, Director
Senior Tax Advisor, Director / New York, NY

Ariel is a Senior Tax Advisor based in New York City. She joined MAI in 2021 following the acquisition of Monarch Wealth and Business Management, where she had been a Tax Manager since 2017. Ariel began her career as an Associate at PwC in 2014 focusing on high-net-worth individual tax and private company tax. She was promoted to Senior Tax Associate where she was able to expand her responsibilities to include business development as well as tax consulting. In 2017, Ariel joined Monarch to lead tax planning and compliance initiatives for professional athletes, entertainers, and high net worth families. She graduated with a bachelor's degree in Finance and Accounting from Northeastern University in 2014. Ariel is a New York State licensed CPA and a member of the American Institute of Certified Public Accountants (AICPA). She regularly attends seminars relating to tax reform to ensure her clients are compliant with all regulations. Ariel has been actively involved in various charity organizations, including the Starkey Hearing Foundation and the American Cancer Society.

Aron Wegner

Job Titles:

Director
Portfolio Manager
Portfolio Manager, Director / New York, NY

Aron is a Portfolio Manager based in New York City. He joined MAI in 2021 following the acquisition of Regal Wealth Management, where he was an Investment Associate. Aron joined Regal after beginning his career with Nomura Securities International. He completed an internship with Nomura in the Consumer / Retail Group and then joined the firm full-time as an Investment Banking Analyst in the Acquisition and Leveraged Finance Group. During his tenure at Nomura, Aron developed a diverse skillset, including a comprehensive understanding of the leveraged debt capital markets landscape, leveraged buyout transactional experience, financial modeling, and cash flow for debt repayment modeling. Prior to leaving Nomura to join Regal, Aron was promoted to Associate. A graduate of the University of Michigan, Aron earned bachelor's Degrees in Business Administration and Sport Management. While an undergraduate, he was a Research Assistant for the University's Center for Sport and Policy, where he performed economic modeling and analysis for various sport venue-based transactions. He also analyzed the Olympics' effect on municipalities and their economies, as well as the feasibility of a Las Vegas-based NHL Franchise. During college, Aron also worked with Inner Circle Sports, Monumental Sports & Entertainment, and Levy Restaurants @ Nationals Park. Aron is an avid baseball fan and enjoys hockey, both American and European football, and golf. He also enjoys cooking and travel.

B. Deems May

Job Titles:

Director of Business Development
Director of Business Development, Director / Charlotte, NC

Deems is the Director of Business Development in MAI's Charlotte office. He joined the firm in 2021 following the acquisition of Queens Oak Advisors, where he served in a similar role since 2009. Deems brings more than 20 years of advisory experience to MAI and is focused on business development. Prior to Queens Oak, he served as Senior Vice President Morgan Keegan & Company. Deems played in the NFL for eight years with the San Diego Chargers and Seattle Seahawks and served as a team representative to the NFL Player's Union. Deems earned his B.A. in Political Science from the University of North Carolina at Chapel Hill. He is President of The Deems May Foundation, which benefits charities near his hometown of Lexington, N.C. He also is on the Board of Directors at the Men's Shelter of Charlotte and the Myers Park United Methodist Local Outreach Committee.

Barry Klarberg - CEO

Job Titles:

Senior Managing Director
Senior Managing Director / New York, NY

Barry is a Senior Managing Director based in New York City. He joined MAI in 2021 following the acquisition of Monarch Wealth and Business Management, the firm he founded in 2008. Barry began his career at Deloitte in 1981, where he spent 11 years as the National Director of Sports and Entertainment. In 1992, he formed KRT Business Management, a firm specializing in Wealth Management Services which he eventually sold to Assante. Preceding Monarch, Barry spent two years as Senior Managing Director at Guggenheim Partners, LLC, heading up Guggenheim Wealth Services in New York and Los Angeles offices. His team managed over 100 client relationships during his tenure. Prior to joining Guggenheim Partners, Barry was responsible for managing Assante Wealth Services and Loring Ward Private Family Office. Barry received a BBA and MS in Taxation as well as an Honorary Doctorate from Pace University and maintains his Series 65. He was an Adjunct Professor of Taxation at Pace University from 1985-1989 and has also taught "Business Developments in Sports" at the University of Michigan. Barry has been internationally recognized as a leader in financial counseling to Athletes, Entertainers, and High Net Worth individuals. Barry was elected to the "Sports Business Journal 40 under 40" and has appeared on CNN, CNBC, and The Wall Street Journal Report. Barry is also a partner/owner of the New York Yankees, YES Network, New York FC (MLS) and Las Vegas Golden Knights (NHL).