![Joy Arlene Puyear](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Joy Arlene Puyear
Analyst-Equity at
MAI Capital Management LLC
Profile
Ms. Joy A. Puyear is a Senior Wealth Advisor & Managing Director at MAI Capital Management LLC.
She works with individuals and families to provide financial planning, portfolio management, and research as needed.
She has over 30 years of industry experience that includes 20 years of experience in the Investment and Financial Services Industry.
Before joining MAI, Ms. Puyear was a Partner at Intersect Capital, LLC.
She received her undergraduate degree from Central Washington University and an MBA from California State University-East Bay.
Joy Arlene Puyear active positions
| Companies | Position | Start |
|---|---|---|
MAI Capital Management LLC
 MAI Capital Management LLC Investment ManagersFinance MAI seeks real capital growth proportionate to the level of risk the client is willing to take. The firm uses an investor identification and profile questionnaire to document the client’s investment objectives, time horizon, risk tolerance, tax considerations, and any special considerations and/or restrictions the client chooses to place on the management of the account. They select suitable categories of investments based on the clients' attitudes about risk and their need for capital appreciation or income. MAI primarily seeks to hold securities for the longer term, especially in taxable accounts. The firm uses short-term trades and options less frequently and only when, in their judgment, they are appropriate for a particular account or given market condition. | Analyst-Equity | 2022-06-30 |
Former positions of Joy Arlene Puyear
| Companies | Position | End |
|---|---|---|
Intersect Capital LLC
 Intersect Capital LLC Investment ManagersFinance Provides investment advice | Portfolio Manager-Equities | 2022-08-04 |
Training of Joy Arlene Puyear
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
47
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Intersect Capital LLC
Intersect Capital LLC Investment ManagersFinance Provides investment advice | Finance |
California State University-East Bay
 California State University-East Bay Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Central Washington University
 Central Washington University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
MAI Capital Management LLC
MAI Capital Management LLC Investment ManagersFinance MAI seeks real capital growth proportionate to the level of risk the client is willing to take. The firm uses an investor identification and profile questionnaire to document the client’s investment objectives, time horizon, risk tolerance, tax considerations, and any special considerations and/or restrictions the client chooses to place on the management of the account. They select suitable categories of investments based on the clients' attitudes about risk and their need for capital appreciation or income. MAI primarily seeks to hold securities for the longer term, especially in taxable accounts. The firm uses short-term trades and options less frequently and only when, in their judgment, they are appropriate for a particular account or given market condition. | Finance |
- Stock Market
- Insiders
- Joy Arlene Puyear
