MAI Capital names Amy Brady managing partner to lead AI and growth push

MAI Capital Management has appointed Amy Brady as a managing partner, bringing a 30-year veteran of large financial institutions into a leadership role focused on technology, operational efficiency and growth strategy.

As the Cleveland-based registered investment advisor continues its aggressive nationwide expansion, Brady joins MAI's Office of Managing Partners, the firm's top leadership body, effective September 1, 2026, reporting directly to Rick Buoncore, MAI's chairman and chief executive.

The firm's Office of Managing Partners was itself expanded in November 2025 following MAI's landmark deal to acquire Evoke Advisors and form a $60 billion AUM firm, bringing together expertise across wealth management, ultra-high-net-worth clients, sports and entertainment, family office services and tax planning.

Brady’s hire comes roughly a year after Carlyle made its first majority investment in an RIA with its stake in MAI, a deal that injected capital and ambition into a firm that has since been acquiring at pace.

MAI now manages nearly $73.8 billion in assets under management, with total assets — including those under advisement, reaching approximately $80.4 billion as of June 30, 2026, according to figures provided by the firm.

"Since partnering with Carlyle, we've been intent on expanding our platform and investing in industry-leading capabilities across areas like AI, digital marketing and operational technology to help ensure we're meeting the needs of all the individuals, families and institutions we serve," said Buoncore.

Brady previously held executive roles at KeyBank and Bank of America where she oversaw large-scale technology, operations and digital transformation programs, including enterprise artificial intelligence adoption

"Her enterprise experience across technology, operations and growth will be invaluable as we strengthen our platform and work toward our goal of becoming the best RIA in the industry," added Buoncore.

Dual priorities for new hire

Brady's mandate spans two broad priorities. The first is firmwide, overseeing AI optimization, workflow improvements and cost efficiencies as MAI integrates the various businesses it has acquired.

The second is external-facing. Brady will serve as national leader of MAI's women and wealth strategy, taking to market a suite of programs and services targeting what the firm describes as one of the fastest-growing segments within the wealth management industry.

"In my view, MAI has quickly become one of the largest and most respected RIAs in the country thanks to its continuous evolution and commitment to meeting the needs of its clients and advisors," said Brady. "I'm looking forward to working alongside Rick, the Office of Managing Partners and the rest of the MAI team to help build the systems, processes and culture that will support MAI's growth today and in the future."

The appointment follows MAI's recent acquisition of a Dallas RIA to deepen its ultra-high-net-worth capabilities as the firm continues building out what Buoncore has described as a path toward becoming the best RIA in the country. MAI now operates 42 offices across the United States and employs more than 700 people.

Founded in 1973 in Cleveland, Ohio, the firm focuses on wealth management for individuals, families and institutions.