MAI Capital Management Acquires Pareto Wealth Management
August 9, 2022
MAI Capital Management, a Cleveland-area registered investment adviser, has acquired Pareto Wealth Management, a Cleveland-based wealth management team led by Sean Kriak and Joe Palko. The deal expands MAI's financial planning and wealth capabilities in Northeast Ohio; Pareto was previously a division of McDonald Partners Wealth Advisory Group.
- Buyers
- MAI Capital Management, LLC, Galway Holdings, LP
- Targets
- Pareto Wealth Management
- Sellers
- McDonald Partners Wealth Advisory Group
- Platforms
- MAI Capital Management, LLC
- Industry
- Financial Services
- Location
- Ohio, United States
- Transaction Type
- Addon
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