MAI Appoints Matt Barthel

MAI Capital Management appointed Matt Barthel as Managing Partner, Strategic Advisor Recruiting to expand its national financial advisor network.

Barthel's Role

Barthel will lead inorganic business development to recruit advisor teams across the United States and support strategic growth in key markets.

Barthel's Experience

Barthel brings nearly 35 years of journalism experience and approximately 20 years in wealth management data operations.

Key Quote

One of our biggest initiatives is to attract the best and brightest financial advisors and bring them on board to broaden our reach in the marketplace.

“One of our biggest initiatives is to attract the best and brightest financial advisors and bring them on board to broaden our reach in the marketplace. Cultural fit isn’t just a priority for us, it’s non-negotiable because the strength and future of the firm are tied to our full team reflecting MAI’s shared set of values. Matt is a ‘triple threat’ with deep ties to RIAs and wirehouse and sports-focused advisors. His expertise and relationships across the financial advisor landscape will play a major role in our efforts to expand our advisor network in new areas and specialties to those who reflect our emphasis on catering to the needs of those we are fortunate to serve.”