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Kim Wilson

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

Kim Wilson

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

Overview

Awards
1
Number of Relationships
This person is connected to 2,152 people.

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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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Educational Background

BA 
BW By Tradition. When founded in 1845, Baldwin Wallace was one of the first colleges in Ohio to admit students without regard to race or gender. That spirit of inclusiveness has flourished and evolved into a personalized approach to education: one that stresses individual growth as students learn to learn, respond to new ideas, adapt to new situations and prepare for the certainty of change. Baldwin Wallace University is a private, liberal arts based Methodist-related college offering bachelor's and master's degrees, certificates and professional education programs located in Berea, Ohio. Our location, a residential community just 20 minutes from Cleveland, Ohio facilitates our ability to provide liberal arts learning and practical career preparation. In addition to our main campus, BW East in Beachwood, Ohio offers evening and Saturday classes for bachelor's and master's degrees in business, professional development& and executive education.

Memberships

Member
Current
The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Career History

Managing Director, Client Advisory & Wealth Planning
1998 - 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.
Managing Director, Client Tax Department
Prior
Ernst & Young LLP engages in the provision of assurance, tax, transactions, and advisory services. It offers audit, business risk, technology, security risk, and human capital services. The company was founded by Arthur Young and Alwin C. Ernst in 1989 and is headquartered in New York, NY.

Awards & Honors

Professional Certification
CPA (Certified Public Accountant)

Other Affiliations

Kim Wilson is affiliated with MAI Capital Management LLC, Ernst & Young LLP.

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