MAI Advisors Named to the Forbes Best-in-State Wealth Advisor List

We are thrilled that MAI Capital has multiple advisors ranked on the 2025 Best-In-State Wealth Advisor list by Forbes.

• Rick Buoncore, Executive Chairman – Ranked 8^th in Ohio – State.
• Patrick Gingras, Regional President & Market Leader – Ranked 44^th in Connecticut – High Net Worth.
• Tom Lalley, Senior Wealth Advisor & Team Leader, Ranked 66^th in Ohio – Cincinnati
• Albie MacDonald, President, Advisory Referral Group – Ranked 15^th in Florida – Jacksonville Area
• Joan Malloy, Group Head National Family Office & Regional President – Ranked 33^rd in Missouri – St. Louis.
• Joe McLean, Managing Partner, Family Office – Ranked 15^th in California – Northern CA (Private Wealth)
• Andy Meyer, Senior Wealth Advisor – Ranked 63^rd in California – Southern California (High Net Worth).
• Steve Rudolph, Senior Wealth Advisor & Team Leader – Ranked 54^th in Ohio – State.
• Steve Trax, Co-President Sports & Entertainment, Ranked 21^st in Virginia – North

MAI Capital Management remains committed to empowering clients to simplify, protect, and grow their wealth. We are proud of our team members who have been acknowledged by Forbes and who exemplify our three pillars to take care of clients, each other, and the community.

You can view the full Forbes Best-In-State Wealth Advisors list: https://www.forbes.com/lists/best-in-state-wealth-advisors/.

On April 8, 2025, Rick Buoncore ranked 8^th out of 221 advisors listed in Ohio – State, Patrick Gingras ranked 44th out of 176 in Connecticut – High Net Worth, Tom Lalley ranked 66^th out of 83 advisors in Ohio – Cincinnati, Albie MacDonald ranked 15th out of 49 in Florida – Jacksonville Area, Joan Malloy ranked 33^rd  out of 101 in Missouri – St. Louis, Joe McLean ranked 15^th out of 80 advisors in California – Northern CA (Private Wealth), Andy Meyer ranked 63^rd out of 180 in California – Southern California (HNW), Steve Rudolph ranked 54^th out of 221 in Ohio – State, and Steve Trax ranked 21^st out of 135 advisors in Virginia – North.

Information provided was based on data as of June 30, 2024. MAI does not pay a fee to be considered for an award or to participate in rankings.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. All advisors that are considered have a minimum of seven years experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. For more information on SHOOK Research methodology, please click here.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance results. These rankings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

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