MAI Capital Management Hires Veteran Bank Executive to Drive AI and Growth Initiatives
Event summary
- Amy Brady, a 30-year financial services veteran, joins MAI Capital Management as Managing Partner effective September 1, 2026.
- Brady will oversee firmwide initiatives including AI optimization, workflow efficiencies, and cost reductions.
- She will also lead MAI’s strategy focused on women and wealth, targeting one of the fastest-growing segments in wealth management.
- MAI has nearly $80.4 billion in total assets as of June 30, 2026, including $73.8 billion in AUM.
The big picture
MAI Capital Management’s hire of Amy Brady underscores its push for enterprise-wide digital transformation and operational efficiency, critical for scaling in the RIA space. The move comes as the firm continues its expansion following a majority investment from Carlyle, aiming to solidify its position among the largest and most respected RIAs in the country. Brady’s background in large-scale technology and digital transformation at KeyBank and Bank of America suggests a strategic focus on leveraging AI to enhance client-first culture and drive long-term competitive strength.
What we're watching
- AI Integration
- How MAI’s AI optimization efforts will impact operational efficiency and client service.
- Market Expansion
- Whether MAI can sustain its nationwide growth trajectory post-Carlyle investment.
- Segment Focus
- The pace at which MAI’s women and wealth strategy gains traction in a competitive market.