Rafael Velez, AIF®

Designations

• Accredited Investment Fiduciary®

Work Experience

• Joined MAI in 2025 as a result of MAI Capital Management acquiring Summit Financial Advisors, LLC where he was the co-founder, Managing Director and Chief Investment Officer since 1998
• Experience in Silicon Valley with equity-based compensation, concentrated wealth, tax minimization strategies, transitioning to a work-optional lifestyle, and charitable giving strategies
• Aims to act as a single resource for comprehensive wealth management, building deep, meaningful generational relationships
• With over 30 years of experience, his previous affiliations included Bateman Eichler Hill Richards (Los Angeles), Kidder Peabody (Palo Alto), American Express, and Citicorp

Life Outside of MAI

• Founding Benefactor and Vice President of the Youth Experience Sponsorship, a 501(c)(3) organization | 2024 to the present in Marin County, California
• Chair of the Board of Regents for the St. Vincent de Paul Catholic Schools | 2016-2023 in Sonoma County, California
• Married with four children

Education

• Menlo College (Atherton, CA), BS in Business Administration