MAI Capital Management Names Amy Brady a Managing Partner, Adding Veteran Financial Services Executive to Drive Enterprise-Wide Growth

Former KeyBank and Bank of America executive joins firm's Office of Managing Partners to lead strategic initiatives central to MAI's ongoing expansion

CLEVELAND--(BUSINESS WIRE)--MAI Capital Management ("MAI"), a registered investment advisor (RIA) focused on empowering clients to simplify, protect and grow their wealth, today announced it has hired Amy Brady, who will join as a Managing Partner in MAI’s Office of Managing Partners (“OMP”), the firm’s leadership team that oversees its respective business segments. She will be charged with leading forward-looking, highly strategic initiatives that can position MAI for sustained growth, greater enterprise effectiveness and long-term competitive strength.

Brady brings more than 30 years of enterprise executive experience to MAI, including roles at KeyBank and Bank of America, where she led large-scale technology, service centers, operations and digital transformation efforts, including enterprise AI adoption. As MAI continues its nationwide expansion following its majority investment from Carlyle, Brady will oversee the implementation of firmwide initiatives, including AI optimization, workflow and cost efficiencies that support MAI’s client-first culture. She will also serve as the National Leader of MAI’s strategy focused on women and wealth, bringing to market the firm’s programs and services dedicated to one of the fastest-growing segments within the wealth management industry.

"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 Rick Buoncore, Chairman & CEO, MAI Capital Management. "Amy has spent her career building high-performing teams and driving growth and innovation across some of the world's largest financial institutions. 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."

Brady will report directly to Buoncore as the newest member of MAI's Office of Managing Partners, which was expanded in November 2025 with the acquisition of Evoke Advisors to leverage the strength of the combined team across areas including wealth management, ultra-high net worth, sports and entertainment, family office and tax services, investments and firmwide operations.

"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."

Brady joins MAI effective September 1, 2026.

About MAI Capital Management

MAI is a registered investment adviser and wealth management firm unified in purpose to empower clients to simplify, protect, and grow the wealth they have worked so hard to build. Founded in 1973, the firm helps clients achieve their vision and goals through objective advice, tailored planning, comprehensive and integrated solutions, and highly personal service.

The firm has 42 offices across the United States, a team of over 700 people, and, as of June 30, 2026, nearly $80.4 billion in total assets including $73.8 billion in assets under management and $6.6 billion in assets under advisement*.

For more information, visit www.mai.capital or MAI’s company page on LinkedIn.

*Including retirement plans and other accounts advised but not actively managed by MAI.