MAI Capital Management Executive and Leadership Team

Jane Eagle, the President & Chief Financial Officer at MAI Capital Management, manages the firm's financial health and strategic direction. Eagle oversees capital allocation, budgeting, and financial reporting to ensure the firm remains positioned for sustainable growth. As President, Jane Eagle drives operational excellence across all departments, ensuring that the firm's wealth management services meet the highest standards of quality. The Chief Financial Officer collaborates with the Board to set long-term financial goals and monitor performance against industry benchmarks. This role involves managing the firm's internal financial infrastructure to support the needs of clients in the sports and entertainment sectors. Eagle ensures that all financial operations remain compliant with regulatory requirements. Through rigorous fiscal oversight, Eagle supports the firm's mission to protect and grow client wealth. Jane Eagle maintains a focus on efficiency and strategic investment, ensuring that the firm continues to provide comprehensive financial planning and investment management services.

James Kacic, the Managing Partner & Chief Operating Officer at MAI Capital Management, directs the firm's daily operations and strategic execution. Kacic oversees the integration of financial planning and investment management services to ensure seamless client experiences. By architecting scalable operational processes, the Chief Operating Officer supports the firm's growth in the sports and entertainment sectors. James Kacic collaborates with the executive team to optimize resource allocation and improve service delivery. This role involves managing the firm's infrastructure to ensure that all wealth management activities remain efficient and secure. Kacic monitors operational performance to identify areas for improvement and innovation. Through strategic leadership, Kacic supports the firm's mission to simplify and protect wealth for families and individuals. James Kacic maintains a focus on operational excellence, ensuring that the firm's services address the interconnected financial needs of every client while maintaining the highest standards of professional integrity.

Gregory Lowe, the Vice President, Chief Operating Officer at MAI Capital Management, manages the firm's internal systems and operational workflows. Lowe focuses on the technical and administrative infrastructure that supports the delivery of investment management services. By overseeing the implementation of new technologies, the Chief Operating Officer enhances the firm's ability to provide comprehensive financial planning. Gregory Lowe collaborates with the Managing Partner to streamline operations and improve service efficiency for clients in the sports and entertainment sectors. This role involves managing risk and compliance protocols to ensure that all operations remain secure. Lowe monitors operational metrics to drive productivity and support the firm's growth. Through disciplined operational management, Lowe supports the firm's mission to simplify and protect wealth. Gregory Lowe maintains a focus on process improvement, ensuring that the firm's internal operations remain aligned with the evolving needs of families and individuals seeking professional wealth management.

Vaughn Schill, the Regional President, Co & Managing Director at MAI Capital Management, leads regional market expansion and client service initiatives. Schill directs the firm's presence in key territories, ensuring that wealth management services are delivered effectively to families and individuals. By overseeing regional operations, the Regional President drives the firm's mission to simplify and protect wealth. Vaughn Schill collaborates with the executive team to align regional strategies with the firm's broader goals in the sports and entertainment industries. This role involves managing client relationships and ensuring that investment management services meet the specific needs of the regional client base. Schill monitors market trends to identify growth opportunities and improve service delivery. Through strategic leadership, Schill supports the firm's commitment to providing comprehensive financial planning. Vaughn Schill maintains a focus on regional performance, ensuring that the firm's services remain accessible and effective for all clients within the assigned geographic scope.

Kathleen Alcorn, the Chief Marketing Officer at MAI Capital Management, directs the firm's brand strategy and market positioning. Alcorn oversees all communication channels to ensure that the value proposition of the firm's wealth management services reaches target audiences in the sports and entertainment industries. By architecting integrated marketing campaigns, the Chief Marketing Officer drives brand awareness and client engagement. Kathleen Alcorn collaborates with the executive team to align marketing initiatives with the firm's growth objectives. This role involves analyzing market data to refine messaging and improve the effectiveness of client outreach. Alcorn manages the firm's digital presence and public relations efforts to maintain a strong market reputation. Through strategic brand management, Alcorn supports the firm's mission to simplify complex financial needs for families and individuals. Kathleen Alcorn ensures that all marketing activities reflect the firm's commitment to protecting and growing client wealth through professional, transparent communication.

Lesa Evans, the Chief Human Resources Officer at MAI Capital Management, directs the firm's talent strategy and organizational culture. Evans oversees recruitment, professional development, and employee engagement to ensure the firm attracts and retains top-tier financial professionals. By architecting human capital initiatives, the Chief Human Resources Officer supports the firm's ability to provide high-quality wealth management services. Lesa Evans collaborates with the executive team to align workforce capabilities with the firm's growth objectives in the sports and entertainment industries. This role involves managing performance management systems and fostering an environment of continuous learning. Evans ensures that the firm's internal culture reflects its commitment to protecting and growing client wealth. Through strategic talent management, Evans supports the firm's mission to simplify complex financial needs for families and individuals. Lesa Evans maintains a focus on organizational health, ensuring that the firm's human resources practices drive long-term success and operational excellence.

Steven Trax, the Regional Managing Director at MAI Capital Management, directs wealth management initiatives across specific geographic territories. Trax oversees the delivery of comprehensive financial planning services, ensuring that individual and family clients receive tailored investment strategies. By managing regional client relationships, Trax maintains high standards of service quality and portfolio protection. The Regional Managing Director collaborates with internal investment teams to align client goals with the firm's broader financial objectives. Steven Trax monitors market trends to identify growth opportunities for the firm's diverse client base. Through consistent engagement with high-net-worth individuals, Trax fosters long-term financial stability and trust. This leadership role requires deep expertise in wealth preservation and tax-efficient planning. By optimizing regional operations, Trax supports the firm's mission to simplify complex financial landscapes for clients in the sports and entertainment industries.

Sergio Villavicencio, the Managing Director at MAI Capital Management, architects investment management solutions for high-net-worth individuals and families. Villavicencio drives the development of personalized financial plans that address the unique needs of clients in the sports and entertainment sectors. By analyzing market volatility and asset allocation, the Managing Director ensures that portfolios remain resilient against economic shifts. Sergio Villavicencio coordinates with the firm's research department to integrate sophisticated investment vehicles into client accounts. This role involves managing complex financial structures to protect wealth while pursuing sustainable growth. Villavicencio maintains rigorous oversight of client portfolios, ensuring alignment with long-term financial objectives. Through proactive communication and strategic planning, the Managing Director builds enduring client partnerships. Villavicencio contributes to the firm's reputation for excellence by delivering precise, data-driven financial guidance that simplifies the complexities of wealth management for every client.

Michael Marco, the Managing Director at MAI Capital Management, executes comprehensive wealth management strategies for a diverse client base. Marco focuses on the intersection of financial planning and investment management, ensuring that clients in the sports and entertainment industries achieve long-term security. By overseeing portfolio construction, the Managing Director mitigates risk while identifying opportunities for capital appreciation. Michael Marco collaborates with cross-functional teams to provide holistic financial solutions that address the interconnected needs of families and individuals. This leadership position involves managing client expectations and delivering transparent, actionable financial advice. Marco monitors global market conditions to adjust investment strategies in real-time. Through disciplined asset management, the Managing Director supports the firm's commitment to protecting and growing client wealth. Marco maintains a focus on operational efficiency and client satisfaction, ensuring that every financial plan reflects the specific goals and risk tolerance of the individual.

Stephen Chaffin, the Regional Managing Director at MAI Capital Management, leads regional wealth management operations with a focus on client acquisition and retention. Chaffin directs the implementation of financial planning services across key markets, ensuring that the firm's investment philosophy remains consistent. By managing regional teams, the Regional Managing Director fosters a culture of excellence and client-centric service. Stephen Chaffin oversees the development of customized wealth strategies for families and individuals, particularly those with complex financial requirements in the sports and entertainment sectors. This role involves coordinating with the firm's leadership to scale operations and expand market reach. Chaffin monitors regional performance metrics to drive growth and operational efficiency. Through strategic oversight, Chaffin ensures that all client interactions align with the firm's mission to simplify and protect wealth. Stephen Chaffin maintains a commitment to delivering high-quality financial guidance that supports the long-term prosperity of every client.