MAI Capital Management
Mark joined MAI in 2022 and works out of San Diego, CA, bringing more than 22 years of experience as a wealth advisor.
Mark was most recently an Executive Vice President at Winfield Associates, Inc. since 2003. He comes to MAI with years of experience helping high net worth individuals and families define and achieve their investment and planning goals.
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MAI Capital Management
Integrated Wealth Management, Family Office Services, Investment Management, Open Architecture, RIA, Retirement Planning, Estate Planning, Tax Planning and more