MAI Capital Management
Joe Palko is a Managing Director at MAI where he works with private clients including families, entrepreneurs, medical professionals, and business executives. Joe works with his clients, helping them achieve their financial goals by utilizing sound planning and investment strategies.
Prior to MAI, Joe served as an advisor at UBS Financial Services and McDonald Partners, both in Cleveland, Ohio. Joe also worked as an engineer in the first part of his career, changing to the financial services industry in 2007.
Joe graduated from Cleveland State University with both a Bachelor of Civil Engineering degree and a Masters of Science Degree in Engineering Mechanics. He also obtained the CERTIFIED FINANCIAL PLANNER designation in 2011.
MAI Capital Management
Integrated Wealth Management, Family Office Services, Investment Management, Open Architecture, RIA, Retirement Planning, Estate Planning, Tax Planning and more