Diane Whitehouse

Managing Director at MAI Capital Management LLC

Diane Whitehouse

Diane Whitehouse

Managing Director at MAI Capital Management LLC

Overview
RelSci Relationships

396

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

Relationship likelihood: Strong

Director, Investment Management at MAI Capital Management LLC

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Director, Investment Management at MAI Capital Management LLC

Relationship likelihood: Strong

Director, Investment Management at MAI Capital Management LLC

Relationship likelihood: Strong

Managing Partner at MAI Capital Management LLC

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Chief Financial Officer at MAI Capital Management LLC

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Chief Investment Officer at MAI Capital Management LLC

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Chief Operating Officer at MAI Capital Management LLC

Relationship likelihood: Strong

Chief Compliance Officer at MAI Capital Management LLC

Relationship likelihood: Strong

Managing Director, Investment Management at MAI Capital Management LLC

Relationship likelihood: Strong

In The News
Milwaukee Journal Sentinel (Wisconsin)
September 4, 2014
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Diane Whitehouse
Managing Director at MAI Capital Management LLC
Education
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