Leadership Overview
MAI Capital Management has 10 executives leading key functions including strategy, regional operations, wealth management, marketing, and human resources.
Committed to simplifying and protecting client wealth, MAI Capital Management delivers comprehensive financial planning and investment management services tailored to the unique needs of individuals, families, and professionals within the sports and entertainment sectors.
Committed to simplifying and protecting client wealth, MAI Capital Management delivers comprehensive financial planning and investment management services tailored to the unique needs of individuals, families, and professionals within the sports and entertainment sectors.
Leadership Roles at MAI Capital Management
Rick Buoncore - Chairman & Chief Executive Officer
Rick Buoncore, the Chairman & Chief Executive Officer at MAI Capital Management, directs the overarching strategic vision and long-term growth trajectory of the firm. Overseeing the integration of comprehensive financial planning with specialized investment management, the Chairman & Chief Executive Officer ensures that the organization maintains its focus on the complex needs of high-net-worth individuals and families. This leadership role involves constant collaboration with the Board to refine service offerings and expand market presence across the United States. By prioritizing client-centric wealth protection, Rick Buoncore directly influences the firm's reputation for excellence in the sports and entertainment sectors. Through rigorous oversight of operational standards and investment performance, Buoncore secures the firm's position as a premier registered investment adviser, driving sustainable value for all stakeholders while maintaining the highest levels of fiduciary responsibility.
Kathleen Alcorn - Chief Marketing Officer & Senior Managing Director
Kathleen Alcorn, the Chief Marketing Officer & Senior Managing Director at MAI Capital Management, directs the firm's brand strategy and market positioning to drive growth across all service lines. Overseeing the development of marketing initiatives, the Chief Marketing Officer & Senior Managing Director ensures that the firm's value proposition resonates with high-net-worth individuals and families in the sports and entertainment industries. This leadership role involves managing brand identity, digital presence, and client communication strategies to enhance the firm's market visibility. By aligning marketing efforts with the firm's comprehensive financial planning and investment management services, Kathleen Alcorn directly supports the acquisition and retention of clients. Alcorn collaborates with the executive team to ensure that all messaging reflects the firm's commitment to simplifying and protecting wealth. Through strategic brand management, the Chief Marketing Officer & Senior Managing Director strengthens the firm's competitive position and supports long-term business objectives.
Lesa Evans - Chief Human Resources Officer
Lesa Evans, the Chief Human Resources Officer at MAI Capital Management, directs the firm's talent acquisition, organizational development, and employee engagement strategies. Overseeing the cultivation of a high-performance culture, the Chief Human Resources Officer ensures that the firm attracts and retains top-tier professionals capable of delivering exceptional wealth management services. This leadership role involves managing human capital initiatives that support the firm's growth and operational efficiency. By aligning workforce capabilities with the firm's mission to serve clients in the sports and entertainment industries, Lesa Evans directly impacts the quality of service provided to clients. Evans collaborates with the executive team to implement policies that foster professional growth and maintain a collaborative work environment. Through strategic talent management, the Chief Human Resources Officer ensures that the firm remains well-positioned to meet the evolving needs of its clients and maintain its status as a premier investment adviser.
Stephen Chaffin - Regional Managing Director
Stephen Chaffin, the Regional Managing Director at MAI Capital Management, drives regional growth initiatives and oversees the delivery of wealth management services across key market territories. Managing the alignment of local client needs with the firm's broader investment strategies, the Regional Managing Director ensures consistent service quality and operational efficiency. This role involves mentoring advisory teams and fostering relationships with high-net-worth clients in the sports and entertainment industries. By optimizing regional workflows, Stephen Chaffin directly impacts the firm's ability to scale its comprehensive financial planning solutions effectively. Chaffin coordinates with other leadership members to implement firm-wide policies while adapting to specific regional market dynamics. Through proactive engagement with client portfolios, the Regional Managing Director maintains the firm's commitment to protecting and growing wealth, ultimately strengthening the market footprint of the organization within the competitive financial services landscape.
Carla Wainwright - Managing Director
Carla Wainwright, the Managing Director at MAI Capital Management, architects sophisticated investment strategies tailored to the unique financial requirements of sports and entertainment professionals. Overseeing the development of personalized wealth management plans, the Managing Director ensures that every client receives comprehensive guidance on asset allocation and long-term financial security. This leadership role involves deep collaboration with internal planning teams to address the interconnected financial needs of complex family estates. By focusing on risk mitigation and growth, Carla Wainwright directly supports the firm's mission to simplify wealth management for its diverse clientele. Wainwright monitors market trends and adjusts investment approaches to maintain alignment with evolving economic conditions. Through consistent delivery of high-touch advisory services, the Managing Director fosters enduring client relationships, contributing significantly to the firm's reputation as a trusted partner in wealth preservation and capital appreciation.
David Meador - Managing Director
David Meador, the Managing Director at MAI Capital Management, leads specialized wealth management initiatives focused on the complex financial structures of high-net-worth families. Overseeing the implementation of integrated financial planning, the Managing Director ensures that investment strategies remain synchronized with the specific goals of clients in the sports and entertainment industries. This role involves managing client relationships and coordinating with internal specialists to provide holistic financial solutions. By driving efficiency in portfolio management, David Meador directly impacts the firm's ability to deliver superior service outcomes. Meador collaborates with other senior leaders to refine the firm's investment philosophy and enhance the overall client experience. Through meticulous attention to detail and strategic foresight, the Managing Director secures the financial well-being of clients, reinforcing the firm's standing as a leader in the investment advisory space.
Michael Marco - Managing Director
Michael Marco, the Managing Director at MAI Capital Management, directs the execution of complex investment management strategies for a diverse portfolio of high-net-worth clients. Overseeing the alignment of financial planning services with the specific needs of the sports and entertainment sectors, the Managing Director ensures that all wealth management activities support long-term growth and protection. This role involves managing client engagements and providing leadership to advisory teams to maintain high standards of service. By optimizing investment processes, Michael Marco directly contributes to the firm's operational success and client satisfaction. Marco works closely with other Managing Directors to share best practices and drive firm-wide initiatives. Through a focus on strategic asset allocation and risk management, the Managing Director helps clients navigate complex financial landscapes, ensuring that the firm remains a trusted advisor for wealth preservation and growth.
Steven Trax - Regional Managing Director
Steven Trax, the Regional Managing Director at MAI Capital Management, oversees regional operations and drives the expansion of wealth management services across designated territories. Managing the performance of local advisory teams, the Regional Managing Director ensures that the firm's comprehensive financial planning solutions are delivered with precision and consistency. This role involves identifying growth opportunities and fostering strong relationships with clients in the sports and entertainment industries. By streamlining regional processes, Steven Trax directly impacts the firm's ability to provide scalable and effective investment management. Trax coordinates with the executive team to implement strategic goals and maintain the firm's high standards of fiduciary care. Through active leadership and market engagement, the Regional Managing Director strengthens the firm's presence, ensuring that clients receive the personalized attention necessary to protect and grow their wealth effectively.
Michael Pietzak - Managing Director
Michael Pietzak, the Managing Director at MAI Capital Management, leads the development and execution of investment strategies designed to simplify the financial lives of high-net-worth individuals. Overseeing the integration of wealth management services, the Managing Director ensures that clients in the sports and entertainment industries receive tailored financial planning that addresses their unique needs. This role involves managing client portfolios and collaborating with internal teams to deliver comprehensive solutions. By focusing on strategic growth and risk management, Michael Pietzak directly supports the firm's mission to protect and grow client assets. Pietzak works with other senior leaders to refine service delivery models and enhance the firm's competitive edge. Through a commitment to excellence and client-focused advisory, the Managing Director ensures that the firm continues to provide high-value financial guidance in an ever-changing market environment.
Sergio Villavicencio - Managing Director
Sergio Villavicencio, the Managing Director at MAI Capital Management, directs the implementation of sophisticated investment management and financial planning services for a specialized client base. Overseeing the coordination of wealth management activities, the Managing Director ensures that the firm's strategies effectively address the complex financial requirements of sports and entertainment professionals. This role involves managing client relationships and driving the execution of long-term financial goals. By focusing on asset protection and growth, Sergio Villavicencio directly contributes to the firm's reputation for delivering high-quality financial solutions. Villavicencio collaborates with other leadership members to optimize service delivery and maintain the firm's commitment to fiduciary excellence. Through strategic oversight and a deep understanding of market dynamics, the Managing Director helps clients achieve financial stability and success, reinforcing the firm's position as a trusted partner in wealth management.
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