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MAI Capital Management Acquires Winfield Associates.

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MANews-(C)2009-2022

Cleveland, US-based investment adviser MAI Capital Management, LLC has acquired US-based financial advice, customized investment portfolios and private wealth services provider Winfield Associates, the firm said.

The acquisition adds talent to MAI's financial planning and investment teams at its headquarters in Cleveland.

Founded in 1997 by William Winfield Baker and his son, Christopher "Biff" Baker, Winfield provides financial advice, customized investment portfolios and private wealth services for its clients.

The firm works with individual investors, endowments and foundations, business owners and professionals, and retirees to help them meet their financial goals.

The firm's key executives will join MAI, with Biff Baker assuming the role of managing director and Partner of MAI, and Mark Q. Haley assuming the role of managing director and partner of MAI.

This is MAI's sixth acquisition since Galway Holdings, a leading financial services distribution company, completed its acquisition of MAI in September 2021.

The partnership with Galway positions MAI for ongoing and strategic growth through M and A and organic activity and broadens its client service offerings.

Earlier this year, MAI announced its acquisition of Monarch Business and Wealth Management located in New...

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