Mai Capital Management, LLC

Neil Hantak Jr. is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2019. Prior to joining MAI, he worked at John Dovich and Associates and The Randolph Co. MAI Capital Management provides investment management, wealth management, and related services to individuals, families, family offices, sports professionals, and a wide range of institutional clients. The firm employs a multi-strategy investment approach that includes internally managed portfolios, ETFs, option strategies, and private investments, and it also offers retirement plan consulting, trust administration, and insurance services.

Robert Caron is a financial advisor at MAI Capital Management, LLC with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has been with MAI Capital Management since 2016. Prior to joining MAI, he had brief tenures at TIAA-CREF and Tiaa in 2016. MAI Capital Management provides investment and wealth management services to high-net-worth individuals, families, family offices, sports professionals, and various institutional clients. The firm employs a multi-strategy investment platform incorporating internally managed portfolios, ETFs, option strategies, and private investments, and offers additional services including retirement plan consulting and trust administration.

Sergio Villavicencio is a financial advisor at MAI Capital Management, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Evoke Advisors and Advanced Research Investment Solutions, LLC. MAI Capital Management provides investment and wealth management services to individuals, families, family offices, sports professionals, and a range of institutional clients. The firm employs a multi-strategy investment platform that includes internally managed portfolios, third-party managers, and private funds, serving both typical and less-common institutional clients such as sovereign wealth funds and banking institutions.

Donna Sterwerf is a CFP® with 22 years of industry experience. She currently works at MAI Capital Management, LLC, where she has been since 2025. Her prior roles include positions at Constellation Wealth Advisors, LLC and Oxford Financial Group, Ltd. MAI Capital Management provides discretionary and non-discretionary investment and wealth management services to individuals, families, family offices, sports professionals, and a broad range of institutional clients. The firm employs a multi-strategy investment platform incorporating internally managed portfolios, ETF implementations, option strategies, and allocations to private investments, along with tailored wealth planning and family office services.

Joseph Warsavsky is a financial advisor at Evoke Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Crescent Bay Advisors, Inc. from 2012 to 2024 before joining Evoke Advisors and its affiliate MAI Capital Management. Evoke Advisors serves a diverse client base including high and ultra-high net worth individuals, family offices, foundations, and retirement plans. The firm provides comprehensive financial planning, tax services, and both discretionary and non-discretionary investment management, emphasizing diversified, long-term asset allocation across a range of investment vehicles.

Darell Krasnoff is a financial advisor at MAI Capital Management, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Evoke Advisors, Bel Air Securities LLC, and Bel Air Investment Advisors LLC. Krasnoff serves on the boards of College Track, Music Center Foundation, and Los Angeles Team Mentoring. MAI Capital Management provides investment management and wealth management services to individuals, families, family offices, sports professionals, and institutional clients. The firm employs a multi-strategy investment platform and offers a range of services including retirement plan consulting, trust administration, and insurance administration.

Glenn Movish is a CFP® with 40 years of industry experience, currently serving at MAI Capital Management, LLC. His prior experience includes roles at Lasalle St. Securities, L.L.C. and Asset Management Group LTD. He is also involved in fixed insurance activities outside of his advisory work. MAI Capital Management provides discretionary and non-discretionary investment and wealth management services to a diverse clientele, including high-net-worth individuals, family offices, sports professionals, and various institutional clients. The firm employs a multi-strategy investment platform that incorporates internally managed portfolios, ETFs, option strategies, and private investments, alongside model portfolios and third-party managers.

Damien Bisserier is a financial advisor at MAI Capital Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has previously worked at Evoke Advisors and Advanced Research Investment Solutions, LLC. Outside of his primary roles, he serves as an advisor and member of the Product Advisory Committee for Wealthsimple Financial Corporation, a Canadian online investment management firm. MAI Capital Management provides investment and wealth management services to individuals, families, family offices, sports professionals, and a range of institutional clients. The firm uses a multi-strategy investment platform that includes internally managed portfolios, ETFs, option strategies, and private investments, and offers specialized services such as retirement plan consulting and trust administration.

Alex Shahidi is a CFP®, CFA®, and ChFC® with 26 years of industry experience. He is currently with Evoke Advisors and has also worked at MAI Capital Management and Advanced Research Investment Solutions. He serves as a Client Advisory Board member for Bridgewater Associates. Evoke Advisors serves a diverse client base including high and ultra-high net worth individuals, family offices, and institutional clients. The firm provides comprehensive financial planning, tax services, and both discretionary and non-discretionary investment management, emphasizing diversified, long-term asset allocation across a broad range of investment vehicles.

Phuong Thuy Dinh is a financial advisor at MAI Capital Management, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at firms including Evoke Wealth, First Republic Securities Company, and UBS Financial Services. MAI Capital Management provides investment management, wealth management, and related services to individuals, families, family offices, sports professionals, and a variety of institutional clients. The firm employs a multi-strategy investment platform combining internally managed portfolios, ETFs, option strategies, private investments, and third-party managers.

Don Brosz Jr. is a financial advisor at MAI Capital Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at WaterStone Investment Counsel for 13 years before joining MAI Capital Management. MAI Capital Management provides discretionary and non-discretionary investment and wealth management services to individuals, families, family offices, sports professionals, and a range of institutional clients. The firm employs a multi-strategy investment platform combining internally managed portfolios, third-party managers, and private investments, and offers additional services including retirement plan consulting, trust administration, and insurance administration.

Pik Ling Cheung is a CFA® charterholder with 10 years of industry experience. She is currently with MAI Capital Management, LLC and previously spent a decade at J.W. Coons Advisors, LLC. MAI Capital Management provides investment and wealth management services to a diverse client base including high-net-worth individuals, families, institutional clients, and sports professionals. The firm employs a multi-strategy investment platform that integrates equity and fixed-income portfolios, ETFs, option strategies, and private investments, while also offering retirement plan consulting, trust administration, and insurance services.

Thomas Mirra is a financial advisor at MAI Capital Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Global Retirement Partners, LPL Financial, R F Lafferty & Co. Inc., and Distribution Partners. MAI Capital Management offers investment and wealth management services to individuals, families, family offices, sports professionals, and a range of institutional clients. The firm employs a multi-strategy investment platform that includes internally managed portfolios, ETFs, option strategies, private investments, and utilizes UMA models, sub-advisers, and third-party managers as part of its portfolio construction.

Douglas Butler is a CFA® charterholder with 21 years of industry experience, currently serving at MAI Capital Management, LLC since 2014. He is based in Cleveland, OH, and holds a Series 63 license. Outside of his advisory role, Butler is a member of the Investment Committee for the YMCA of Greater Cleveland, where he participates in evaluating investment managers for the organization’s endowment fund. MAI Capital Management provides investment and wealth management services to individuals, families, family offices, sports professionals, and a variety of institutional clients. The firm employs a multi-strategy investment platform that includes internally managed portfolios, third-party managers, and private investments, and serves a diverse client base including sovereign wealth funds and banking institutions.

Michael Golden is a financial advisor at MAI Capital Management, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, Brock FIS, Court Place Advisors, and Axa Advisors. MAI Capital Management provides investment management, wealth management, and related services to individuals, families, family offices, sports professionals, and a range of institutional clients. The firm employs a multi-strategy investment platform combining internally managed portfolios, ETFs, options, private investments, and third-party managers, and also offers retirement plan consulting, trust services, and insurance administration.