$80B MAI Capital Hires Amy Brady from KeyBank and Bank of America
MAI Capital Management has appointed Amy Brady as managing partner to lead strategic initiatives such as AI optimization, workflow efficiencies, and the firm's women-and-wealth strategy. With over three decades of experience in enterprise technology at institutions like KeyBank and Bank of America, Brady will report directly to CEO Rick Buoncore. Brady’s role includes spearheading MAI’s national initiative targeting one of wealth management’s fastest-growing segments: women-led wealth strategies. As of June 30, the firm had $73.8 billion in assets under management and over 700 employees across 42 U.S. offices. In related news, Cyndeo Wealth Partners named Casey Jorgensen as chief growth officer to lead advisor recruitment and M&A efforts, while Merit Financial Advisors appointed John Rajes as its first CTO to enhance digital integration and AI capabilities.
Tickers: $BAC
Topics: AI Optimization Leadership Changes Wealth Management