Kim Wilson

Managing Director, Tax Planning at MAI Capital Management LLC

Kim Wilson

Kim Wilson

Managing Director, Tax Planning at MAI Capital Management LLC

Biography

Kim is the Managing Director of MAI's Client Tax Group. Kim joined MAI in 1998 after 12 years of audit and tax experience at Ernst & Young, LLP. As the Managing Director in the Client Tax Department, Kim is responsible for tax planning and compliance for her clients which include high net worth individuals, corporate executives, professional athletes, and models, as well as the privately owned businesses, trusts, and charitable foundations established by them. Kim earned her BA from Baldwin Wallace College. She is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants.

Overview
RelSci Relationships

104

Number of Awards

1

Relationships
RelSci Relationships are individuals Kim Wilson likely has professional access to. A relationship does not necessarily indicate a personal connection.

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

Relationship likelihood: Strong

Managing Director, Investment Management at MAI Capital Management LLC

Relationship likelihood: Strong

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

Relationship likelihood: Strong

Managing Director, Investment Management at MAI Capital Management LLC

Relationship likelihood: Strong

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

Relationship likelihood: Strong

Director, Investment Management at MAI Capital Management LLC

Relationship likelihood: Strong

Director, Investment Management at MAI Capital Management LLC

Relationship likelihood: Strong

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

Relationship likelihood: Strong

Managing Director, Investment Management at MAI Capital Management LLC

Relationship likelihood: Strong

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

Relationship likelihood: Strong

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Kim Wilson
Managing Director, Tax Planning at MAI Capital Management LLC
Education
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, Tax 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: the Dividend Strategy, the MAI Managed Volatility Strategy, the Diversified Core Strategy, the Diversified Dividend Strategy, the Core Strategy, the Exchange Traded Fund (ETF) Strategy, and the MAI Energy Infrastructure & MLP Strategy.MAI serves as the investment manager of the following investment funds: MAI Wealth Private Equity Fund LP, MAI Managed Volatility Fund LP, MAI Opportunity Fund LP, MAI Capital Income and Growth Fund II LP, and MAI Capital Income and Growth Fund III 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.

Audit & Tax
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
CPA (Certified Public Accountant)
Other Affiliations

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

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