Profile
Mr. Rafael J.
Perez is a Senior Wealth Advisor & Director at MAI Capital Management LLC.
He joined the firm in 2021, bringing more than 25 years of industry experience.
Prior to MAI, Mr. Perez spent nearly 19 years at Fidelity Investments, most recently as a Vice President.
He has also served as a financial advisor at National City Investments and Advest.
He earned his BBA in Finance from Kent State University.
Jay Perez active positions
| Companies | Position | Start |
|---|---|---|
MAI Capital Management LLC
 MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms. | Portfolio Manager-Equities | 2020-12-31 |
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Linked companies
| Private companies | 1 |
|---|---|
MAI Capital Management LLC
MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms. | Finance |
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