Managed Volatility Strategy

Kurt is the Group Head of Alternative Investments at MAI joining the company in 2011. Kurt chairs the firm’s Alternative Investment team and is a Portfolio Manager on the Managed Volatility Strategy and several of MAI’s private funds. Prior to joining MAI, he was an Investment Analyst with the Townsend Group where he provided portfolio modeling, investment due diligence, and analytical support to clients. Prior to Townsend, Kurt was a Senior Financial Analyst at Capital One where he focused on forecasting and analysis.

Seth is a Portfolio Manager on the Dividend and Managed Volatility Strategies.  He also serves as MAI’s Option Strategist providing custom option overlay solutions for our client base. He joined BC Investment Partners in 2006 which acquired MAI in 2007. Prior to MAI, Seth was the Managing Partner and Chief Investment Officer for DaVinci Capital and Chief Investment Officer for Bank of Tokyo Trust. He received his BA in Political Science from Rutgers University. Seth is currently a Blue & Gold Officer (BGO) for the U.S. Naval Academy. BGO’s serve as a volunteer field representative interviewing and guiding local prospective Naval Academy candidates.

Rick became Managing Partner of MAI Capital Management, LLC on February 1, 2007, after spearheading the acquisition of McCormack Advisors International by his prior firm BC Investment Partners.  Rick was a founding partner of BC which offered wealth advisory services including a global equity hedge fund and a long-only high quality dividend strategy.  Prior to BC, Rick was Chief Executive Officer for Victory Capital Management, a subsidiary of KeyCorp, from 1999 to 2005.  Rick graduated from Fordham University with a BS in Accounting and was inducted into the Hall of Fame.  He is a member of the American Institute of Certified Public Accounts and is an active member of Cleveland’s charitable and civic community.