MAI Capital Management is accelerating its institutional scaling efforts by integrating high-level enterprise expertise into its core leadership structure. The registered investment advisor (RIA) has appointed Amy Brady as a Managing Partner within its Office of Managing Partners (OMP). This move aims to bolster the firm's operational infrastructure and strategic reach as it executes a nationwide expansion strategy. By bringing in a veteran from major banking institutions, MAI is signaling a shift toward sophisticated, large-scale enterprise management to support its growing asset base and complex service requirements.
Amy Brady Joins MAI Office of Managing Partners
Amy Brady will join the MAI leadership team effective September 1, 2026, reporting directly to Chairman and CEO Rick Buoncore. Brady brings over 30 years of executive experience from major financial institutions, including KeyBank and Bank of America. Her mandate focuses on leading strategic initiatives designed to enhance enterprise effectiveness and long-term competitive strength. Specifically, Brady is tasked with overseeing firmwide implementations in areas such as AI optimization, workflow improvements, and cost efficiencies. Beyond operational technology, she will serve as the National Leader for MAI’s strategy focused on women and wealth, targeting a rapidly expanding demographic within the wealth management sector. This appointment follows the expansion of the OMP in November 2025 through the acquisition of Evoke Advisors, which integrated specialized capabilities in ultra-high net worth, family office, and tax services into the firm's broader operational framework.
Scaling Post-Carlyle Investment Strategy
The appointment serves as a critical component of MAI’s post-majority investment trajectory following its partnership with Carlyle. The firm is positioning itself to transition from a traditional RIA model toward a highly scalable, technology-driven platform. According to CEO Rick Buoncore, the firm is actively investing in digital marketing, operational technology, and AI to meet the evolving needs of its diverse client base. This institutionalization of processes is essential as MAI manages significant scale; as of June 30, 2026, the firm reported nearly $80.4 billion in total assets, including $73.8 billion in assets under management and $6.6 billion in assets under advisement. By leveraging Brady’s background in large-scale digital transformation and enterprise AI adoption, MAI intends to build the systems and processes necessary to sustain growth across its 42 offices and 700-person team while maintaining its client-centric culture.
Key Takeaways
- Amy Brady joins MAI as Managing Partner on September 1, 2026, following leadership roles at KeyBank and Bank of America.
- The firm manages nearly $80.4 billion in total assets, with $73.8 billion in assets under management as of June 30, 2026.
- Brady will lead strategic initiatives in AI optimization, workflow efficiency, and the "women and wealth" market segment.
FinanceInsyte's Take
In our view, this appointment is a clear signal that MAI is moving past the initial integration phase of its Carlyle-backed expansion and is now focused on institutional-grade operational maturity. By hiring an executive with deep experience in large-scale digital transformation and AI adoption from Tier-1 banks, MAI is attempting to bridge the gap between boutique RIA service models and the technological sophistication of global wealth managers. This is not merely a headcount increase; it is a strategic attempt to build a scalable, tech-enabled infrastructure that can support massive asset inflows without eroding margins or service quality.
Questions & Answers
How does this appointment impact MAI’s technological roadmap?
Brady will oversee the implementation of firmwide initiatives specifically targeting AI optimization and digital transformation. Her background in leading large-scale technology efforts at Bank of America suggests MAI is prioritizing automated workflows and enterprise AI to drive cost efficiencies.
What specific market segment is MAI targeting through this new leadership role?
Brady will act as the National Leader for MAI’s strategy focused on women and wealth. This is a targeted effort to capture market share within one of the fastest-growing segments in the wealth management industry.
What is the current scale of MAI’s assets under management?
As of June 30, 2026, MAI reported $73.8 billion in assets under management (AUM) and $6.6 billion in assets under advisement, contributing to a total asset figure of nearly $80.4 billion.
How does this move relate to MAI’s recent acquisition history?
The appointment complements the expansion of the Office of Managing Partners that occurred in November 2025 following the acquisition of Evoke Advisors. Together, these moves indicate a concerted effort to strengthen leadership across wealth management, family office, and firmwide operations.
Source: Businesswire
