Mike Beaulieu

Analyst-Equity presso MAI Capital Management LLC

Consumer Services

Finance

Profilo

Mr. Michael L.
Beaulieu, CFA MBA, is a Senior Wealth Advisor, Team Leader & Managing Director at MAI Capital Management LLC.
He has over 16 years of industry experience.
He conducts financial planning, portfolio management and research for clients.
Prior to MAI, Mr. Beaulieu was a Vice President and Guidance Consultant with Fidelity Investments' Private Client Group and Planning & Guidance Organizations, respectively.
He graduated from the University of New Hampshire with a BBA and earned his MBA from the University of North Florida.
He is a Certified Financial Planner and holds the Chartered Financial Analyst designation.

Posizioni attive di Mike Beaulieu

Società	Posizione	Inizio
MAI Capital Management LLC MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms.	Analyst-Equity	01/05/2014

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Formazione di Mike Beaulieu

University of New Hampshire	Undergraduate Degree
University of North Florida	Masters Business Admin

Esperienze
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Attive

Inattive

Società quotate in Borsa

Aziende private

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Società collegate

Aziende private	1
MAI Capital Management LLC MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms.	Finance