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Greg Badowski

Director, Client Advisory & Wealth Planning at MAI Capital Management LLC
Overview
Relationships
Paths
Education
Career History

Greg Badowski

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

Overview

Number of Relationships
This person is connected to 66 people.

Relationships See Details


Managing Director, Investment Management at MAI Capital Management LLC

Managing Director, Investment Management at MAI Capital Management LLC

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

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

Managing Director, Investment Management at MAI Capital Management LLC

Chief Investment Officer at MAI Capital Management LLC

Managing Director, Investment Management at MAI Capital Management LLC

Managing Director at MAI Capital Management LLC

Chief Financial Officer at MAI Capital Management LLC

Managing Director, Investment Management at MAI Capital Management LLC
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Educational Background

 
Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH.

Career History

Director, Client Advisory & Wealth Planning
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.
Professional
Prior
Deloitte & Touche LLP offers auditing and consulting services. It also provides accounting, financial advisory, risk management, and tax services. The company engages in international financial reporting, assurance, advisory, tax auditing, corporate governance, risk consulting, advisory services, mergers and acquisitions, government compliance, and human capital consulting services. The company was founded on May 6, 1997 and is headquartered in New York, NY.

Other Affiliations

Greg Badowski is affiliated with MAI Capital Management LLC, Deloitte & Touche LLP.

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