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MAI Capital Management adds Waypoint Wealth Counsel in acquisition update

PUBT·08/14/2026 18:55:12
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MAI Capital Management adds Waypoint Wealth Counsel in acquisition update
  • Waypoint Wealth Counsel became part of MAI Capital Management effective Aug. 14, 2026.
  • Deal expands MAI into a market it described as strategically important.
  • Chairman and CEO Rick Buoncore cited cultural fit, personalized client service, and the ability to add institutional-scale resources.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. MAI Capital Management LLC published the original content used to generate this news brief on August 14, 2026, and is solely responsible for the information contained therein.