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Diane Whitehouse

Managing Director at MAI Capital Management LLC
Overview
Relationships
In The News
Paths
Education
Career History

Diane Whitehouse

Managing Director at MAI Capital Management LLC

Overview

Number of Relationships
This person is connected to 365 people.

Relationships See Details


Managing Director, Client Advisory & Wealth Planning at MAI Capital Management LLC

Director, Investment Management at MAI Capital Management LLC

Director, Investment Management at MAI Capital Management LLC

Director, Investment Management at MAI Capital Management LLC

Managing Partner at MAI Capital Management LLC

Chief Financial Officer at MAI Capital Management LLC

Chief Investment Officer at MAI Capital Management LLC

Chief Operating Officer at MAI Capital Management LLC

Chief Compliance Officer at MAI Capital Management LLC

Managing Director, Investment Management at MAI Capital Management LLC
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In The News See more

New York Observer
August 12, 2016
Milwaukee Journal Sentinel (Wisconsin)
September 4, 2014

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Educational Background

Associate Degree 
In 1976, Dr. John Sperling founded University of Phoenix and made a commitment to provide working adults with local higher education options at convenient class times.

Career History

Managing Director
2011 - Current
MAI Capital Management has investment expertise in individual stocks (large/mid-cap), outside managers (mid-cap, small-cap and international), bonds (government, agency, corporate and municipals) and alternative asset classes. The firm offers asset allocation strategies including alternative asset classes, external manager selection, disciplined growth strategies, dividend strategies, ETF strategies, fixed-income management, portfolio performance reporting, portfolio structure & diversification strategies. MAI primarily seeks to hold securities for the longer-term, especially in taxable accounts. The firm uses short-term trades, and options less frequently, and only when in MAI believes they are appropriate. Option strategies may include covered options, uncovered options, or option spreads, based on the needs of the particular account. With few exceptions, these strategies are defensive in nature and do not involve leverage. MAI invests client assets using one or a combination of the following investment strategies Dividend Strategy, Dividend Plus+ (Dividend Strategy with Options Overlay), Diversified Core Strategy, Diversified Dividend Strategy, Core Strategy, ETF Strategy and MLP Strategy.MAI serves as the investment manager of the following investment funds: MAI Multi Cap Opportunity Fund LLC, MAI Large Cap Core Fund LLC, MAI Wealth Private Equity Fund LP, MAI Wealth Dividend Strategy Plus+ Fund LP, MAI Strategic Equity Allocation Master Fund LP, and MAI Opportunity Fund LP. The firm also serves as the investment advisor to the Dividend Plus+ Income Fund (MAIPX/DIVPX), an open end mutual fund that is part of the Forum Family of Funds.
Head of Operations
1995 - 2010
KeyBank NA operates as National commercial bank. It provides a wide range of retail and commercial banking, commercial leasing, investment management, consumer finance, and investment banking products and services to individual, corporate and institutional clients. The company is headquartered in Cleveland, OH.

Other Affiliations

Diane Whitehouse is affiliated with MAI Capital Management LLC, KeyBank NA - Cleveland, Ohio.

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