MAI Capital Management, a Cleveland-based registered investment adviser managing $11.8 billion, has acquired Marriottsville, Maryland-based Geier Asset Management, which manages $390 million and does business as Winpoint Financial.
Geier Asset Management was founded in 1999 by Joseph Geier, who continues to lead the firm along with Brian Woods. Both Winpoint Financial and MAI specialize in serving professional athletes.
MAI said in a release that it expects that the previously announced sale of a majority stake in the firm to Galway Insurance Holdings will close by the end of the month.
“The White House has extremely strict ethical guidelines with respect to issues like this,” said Press Secretary Karoline Leavitt.
Just how much does it cost for a financial advice exec to stay out of prison?
The advisor both prices FSK's private loans and gets paid on those prices, the suit claims
The proposal would end decades of paper-first delivery rules, but keeps a paper opt-out and draws early praise from fund and annuity industry groups.
The Trump accounts are “generationally changing” and bring financial literacy to youth, said IRS chief Frank Bisignano.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
