MAI Capital Management Doubles Down on Organic Growth; Announces New Chief Marketing Officer

Former Focus Financial Partners executive to lead end-to-end client experience marketing strategy and advisor enablement initiatives

CLEVELAND--(BUSINESS WIRE)--MAI Capital Management (“MAI”), a registered investment advisor (RIA) focused on empowering clients to simplify, protect and grow their wealth, today announced the hiring of Kathleen Alcorn as Chief Marketing Officer (“CMO”). Alcorn's appointment signals the latest step in MAI's strategy to elevate the firm into an industry-leading RIA, building on the momentum of its acquisition of Los Angeles-based Evoke Advisors. By investing in firms and talent that strengthen its national presence, MAI is enhancing both the client and advisor experience, while positioning the company for sustained growth.

Alcorn brings more than two decades of financial services marketing experience to MAI’s leadership team. She has served as CMO at Focus Financial Partners and Nasdaq Corporate Solutions, where she was instrumental in building global brands and leading teams through periods of significant expansion driven by organic growth, M&A, and the adoption of digital strategies. At MAI, she will leverage this expertise to heighten the firm’s visibility, drive revenue and align business and marketing strategies as it continues to scale through organic growth and strategic acquisitions.

“At MAI, we believe appealing to high-net-worth, ultra-high-net-worth, family office, and institutional clients demands a sophisticated marketing approach and executive leaders who can drive this growth. Kathleen’s track record pairing vision and execution across wealth management and advisor-focused campaigns makes her an excellent fit,” said Rick Buoncore, Chairman & CEO, MAI. “As we continue to deepen our service offerings and integrate new partners into our platform, Kathleen will play a critical role in shaping our brand and building our digital go-to-market strategy, which will redefine our client experiences and empower our advisors to accelerate their impact.”

Since January 2024, MAI has expanded through 15 completed acquisitions. Together with the Evoke partnership, these moves will create a national RIA with over $60 billion in assets under management—broadening MAI’s services across financial planning, investment management, retirement planning, family office, tax, and institutional consulting verticals.

As MAI brings together the strengths of these organizations, Alcorn will be instrumental in unifying the brand, articulating the combined firms’ value proposition and ensuring advisors have the tools and marketing resources to help maximize the benefits of the expanded platform.

“Great brands are built on strong foundations, and MAI’s 50-plus-year legacy of putting clients first and empowering advisors provides exactly that,” said Alcorn. “I look forward to leveraging MAI’s strong history to reinforce our value with existing clients, introduce our firm to new audiences and give advisors the tools they need to deliver exceptional outcomes for the individuals, families and institutions they serve.”

About MAI Capital Management

MAI is a registered investment adviser and wealth management firm unified in purpose to empower clients to simplify, protect, and grow the wealth they have worked so hard to build. Founded in 1973, the firm helps clients achieve their vision and goals through objective advice, tailored planning, comprehensive and integrated solutions, and highly personal service. The firm has 33 offices across the United States, a team of over 500 people, and, as of June 30, 2025, nearly $35 billion in total assets including $31.15 billion in assets under management and $3.84 billion in assets under advisement*. For more information, visit www.mai.capital or MAI’s company page on LinkedIn.

*Including retirement plans and other accounts advised but not actively managed by MAI.