MAI puts an integrator in charge of growth

MAI Capital Management has appointed Amy Brady a managing partner, placing a 30-year technology and operations veteran inside the firm's top leadership body as the Carlyle-backed RIA works through a stretch of acquisitions and signals that it has moved from buying firms to making them run as one. Brady joins the Office of Managing Partners effective September 1, reporting directly to chairman and CEO Rick Buoncore, InvestmentNews reports, with a remit that spans firmwide AI optimization, workflow improvements and cost efficiencies across the businesses MAI has bought, plus an external role as national leader of the firm's women and wealth strategy.

The Office of Managing Partners was expanded in November 2025, when MAI acquired Evoke Advisors and formed a $60 billion AUM firm, and roughly a year ago Carlyle made its first majority investment in an RIA by taking a stake in MAI—a deal that has since funded what the firm describes as aggressive nationwide expansion. That leaves MAI with nearly $73.8 billion in managed assets, or about $80.4 billion when assets under advisement are counted, as of June 30.

Brady's background matches the assignment: she held executive roles at KeyBank and Bank of America overseeing large-scale technology, operations and digital transformation programs, including enterprise AI adoption. That is the profile an RIA leans on when the problem stops being sourcing new books of business and becomes making the books it already bought run on shared systems. Her banking experience is a tell: MAI is taking the operating routines of institutions that spent a decade installing AI and workflow tools, and applying them to a roll-up.

As this publication has argued, the talent war has moved to the C-suite. The women and wealth mandate matters on its own, too—the firm is aiming at what it calls one of the fastest-growing segments in wealth management, and giving the effort a managing partner's platform means it will be judged by revenue, not by headcount. The two mandates share a logic: both are about getting more out of the platform MAI has assembled rather than adding to it. For a firm that has been buying at pace, the next valuation multiple is earned in the operations, not the deal sheet.