MAI Capital Management has named Amy Brady as a Managing Partner in its Office of Managing Partners, adding a veteran financial services executive to lead strategic initiatives spanning AI, technology, operations and enterprise growth.
Brady joins MAI effective September 1 and will report directly to Chairman and CEO Rick Buoncore.
Brady brings more than 30 years of executive experience, including senior roles at KeyBank and Bank of America.
Her experience includes leading large-scale technology, service center, operations and digital transformation programs, including enterprise AI adoption.
Following Carlyle’s majority investment in MAI, Brady will oversee firmwide initiatives including AI optimization, workflow improvement and cost efficiencies.
She will also serve as National Leader of MAI’s strategy focused on women and wealth, developing programs and services for the growing segment.
MAI’s Office of Managing Partners oversees business areas including wealth management, ultra-high-net-worth services, sports and entertainment, family office and tax services, investments and firmwide operations.
The Cleveland-based RIA has 42 offices and more than 700 employees.
As of June 30, 2026, MAI reported nearly $80.4 billion in total assets, consisting of $73.8 billion in assets under management and $6.6 billion in assets under advisement.
KEY QUOTES:
“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. 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.”
Rick Buoncore, Chairman and CEO of MAI Capital Management
“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. 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.”
Amy Brady, Managing Partner at MAI Capital Management
