Names & Faces

MAI Capital Appoints Amy Adams Schirmer Senior Wealth Advisor

To support clients within the recently launched MAI Sports + Entertainment business line

CLEVELAND–(BUSINESS WIRE)–MAI Capital Management, LLC (“MAI”), an independent registered investment adviser specializing in comprehensive wealth management for high-net-worth individuals and families, continues to add to its team and expand its in-house expertise through strategic new hires, most recently appointing seasoned advisor Amy Adams Schirmer as Managing Director, Senior Wealth Advisor. In her new role, Schirmer will support clients within the recently launched MAI Sports + Entertainment business line, which is dedicated to serving athletes and entertainment professionals.

Prior to joining MAI, Schirmer spent nearly 25 years working with high-net-worth clients to help them reach their financial goals. She specializes in a variety of key areas such as estate planning, retirement planning, business succession planning, charitable giving and investment management, among others. Most recently, Schirmer served as Wealth and Estate Planning Strategist at SunTrust Wealth Management.

“MAI advisors are dedicated to forging meaningful and long-lasting relationships with their clients,” said Schirmer. “I’m thrilled to join the team and support the firm’s impressive work with professional athletes and entertainers, building on their history of working with this subset of clients and extending the firm’s legacy.”

Exponential Growth

Schirmer will join MAI’s team of professionals across its eight locations, with her addition complementing the firm’s overall growth trajectory. Over the past three years, MAI has grown exponentially through a number of strategic partnerships solidifying its presence across several new geographies. Schirmer’s hiring is a direct result of MAI’s strategic partnership with MTX Wealth Management, LLC in June 2019.

“With the recent launch of MAI Sports + Entertainment, we enhanced our dedication to our athlete and entertainer clients,” remarked Rick Buoncore, Managing Partner of MAI. “We are committed to providing them with a quality experience, and it is vital for us to recruit talented and experienced individuals to support this group of clients at the highest level. Amy’s depth and breadth of knowledge in the industry and client-first mentality will drive our continued success in this realm.”

Schirmer is a CERTIFIED FINANCIAL PLANNER™ professional and received her bachelor’s degree in business administration from Transylvania University in Lexington, Kentucky. She went on to earn a Juris Doctorate at the University of Kentucky College of Law.

 

 

 

About MAI Capital Management
MAI Capital Management (“MAI”) is a fee-based registered investment adviser and wealth management firm based in Cleveland, with additional offices in Cincinnati and Columbus, OH, Ponte Vedra Beach, FL, Nashua, NH, Irvine, CA, Reston, VA, and New York City. As of June 30, 2020, MAI’s assets under management totaled more than $7 billion. The firm also provides comprehensive investment management and planning services to high-net-worth individuals, families and athletes. MAI is led by Managing Partner Rick Buoncore. For more information, please visit www.mai.capital.