Senior Wealth Advisor
Current
Sep 2024 - Present
AeroLeads people directory · profile
Brian Bolan Email & Phone Number
Senior Wealth Advisor
at
MAI Capital Management
1 work email found
@fuse.net
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Wealth Advisor
Location
Cincinnati, Ohio, United States
Company size
Who is Brian Bolan? Overview
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Quick answer
Brian Bolan is listed as Senior Wealth Advisor at MAI Capital Management, a with 169 employees, based in Cincinnati, Ohio, United States. AeroLeads shows a work email signal at fuse.net and a matched LinkedIn profile for Brian Bolan.
Brian Bolan previously worked as President at Bolan Capital Management and President at Faculty Investment Advisors. Brian Bolan holds Bs, Psychology from Miami University.
Company email context
Email format at MAI Capital Management
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{first}.{last}@fuse.net
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AeroLeads found 1 current-domain work email signal for Brian Bolan. Compare company email patterns before reaching out.
Profile bio
About Brian Bolan
Brian Bolan is a Senior Wealth Advisor at MAI Capital Management. He possess expertise in retirement, 401k, investments, series 7, series 63 and 15 more skills.
Listed skills include Retirement, 401K, Investments, Series 7, and 16 others.
Current workplace
Brian Bolan's current company
Company context helps verify the profile and gives searchers a useful next step.
Mai Capital Management
7 roles
Brian Bolan work experience
A career timeline built from the work history available for this profile.
President
Aug 2014 - Oct 2024
President
Faculty Investment Advisors
Aug 2009 - Aug 2014
Senior Retirement Counselor
Fidelity Inverstments
Sep 2002 - Aug 2009
Trust Officer
Oct 2002 - Sep 2003
Senior Retirement Counselor
Mar 1998 - Oct 2002
Financial Consultant
Dec 1996 - Mar 1998
Team & coworkers
Colleagues at MAI Capital Management
Other employees you can reach at mai.capital. View company contacts for 169 employees →
IN
Indah Nurindah
Colleague at Mai Capital ManagementIndonesia
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JB
Jonathan Barna, Cfp®
Colleague at Mai Capital ManagementAthens, Ohio, United States
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KL
Kevin Liu, Cfp®
Colleague at Mai Capital ManagementIrvine, California, United States
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CS
Caitlin Serotkin
Colleague at Mai Capital ManagementPurcellville, Virginia, United States
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JS
Jackie Spirko
Colleague at Mai Capital ManagementAvon, Ohio, United States
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TH
Tracey Hemmings
Colleague at Mai Capital ManagementGreater Toronto Area, Canada
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PG
Patrick Goodlin
Colleague at Mai Capital ManagementOlmsted Falls, Ohio, United States
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LE
Leila Evans
Colleague at Mai Capital ManagementCharlotte, North Carolina, United States
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MT
Mosley Tim
Colleague at Mai Capital ManagementCleveland, Ohio, United States
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DD
Dolly Dudley
Colleague at Mai Capital ManagementCharlotte, North Carolina, United States
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Indah Nurindah
Colleague at Mai Capital ManagementIndonesia
View →
JB
Jonathan Barna, Cfp®
Colleague at Mai Capital ManagementAthens, Ohio, United States
View →
KL
Kevin Liu, Cfp®
Colleague at Mai Capital ManagementIrvine, California, United States
View →
CS
Caitlin Serotkin
Colleague at Mai Capital ManagementPurcellville, Virginia, United States
View →
JS
Jackie Spirko
Colleague at Mai Capital ManagementAvon, Ohio, United States
View →
TH
Tracey Hemmings
Colleague at Mai Capital ManagementGreater Toronto Area, Canada
View →
PG
Patrick Goodlin
Colleague at Mai Capital ManagementOlmsted Falls, Ohio, United States
View →
LE
Leila Evans
Colleague at Mai Capital ManagementCharlotte, North Carolina, United States
View →
MT
Mosley Tim
Colleague at Mai Capital ManagementCleveland, Ohio, United States
View →
DD
Dolly Dudley
Colleague at Mai Capital ManagementCharlotte, North Carolina, United States
View →
3 education records
Brian Bolan education
FAQ
Frequently asked questions about Brian Bolan
Quick answers generated from the profile data available on this page.
What company does Brian Bolan work for?
Brian Bolan works for MAI Capital Management.
What is Brian Bolan's role at MAI Capital Management?
Brian Bolan is listed as Senior Wealth Advisor at MAI Capital Management.
What is Brian Bolan's email address?
AeroLeads has found 1 work email signal at @fuse.net for Brian Bolan at MAI Capital Management.
Where is Brian Bolan based?
Brian Bolan is based in Cincinnati, Ohio, United States while working with MAI Capital Management.
What companies has Brian Bolan worked for?
Brian Bolan has worked for Mai Capital Management, Bolan Capital Management, Faculty Investment Advisors, Fidelity Inverstments, and Usbank.
Who are Brian Bolan's colleagues at MAI Capital Management?
Brian Bolan's colleagues at MAI Capital Management include Indah Nurindah, Jonathan Barna, Cfp®, Kevin Liu, Cfp®, Caitlin Serotkin, and Jackie Spirko.
How can I contact Brian Bolan?
You can use AeroLeads to view verified contact signals for Brian Bolan at MAI Capital Management, including work email, phone, and LinkedIn data when available.
What schools did Brian Bolan attend?
Brian Bolan holds Bs, Psychology from Miami University.
What skills is Brian Bolan known for?
Brian Bolan is listed with skills including Retirement, 401K, Investments, Series 7, Series 63, Retirement Planning, Mutual Funds, and Strategic Planning.
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