ria
Evoke Advisors
In PWD coverage since August 18, 2026 · 1 story
+1Talent net · 12 months1 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +1 · 1 arrivals · 0 departures
Arrivals
KIM PFEIFER IP
Aug 16 · from MAI CAPITAL MANAGEMENT, LLC
Departures
None tracked.
PWD coverage
M&A
Carlyle-backed MAI buys two RIAs and enters Atlanta
Two Tuesday deals put the Cleveland RIA in Atlanta and extend its California reach. MAI is shifting from scale-building to market-by-market buying.