Kathy Nalywajko Email and Phone Number
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As a career wealth advisor, I draw upon more than 30 years of business development, client relationship, wealth planning and business leadership experience in the wealth management industry in my role as a Managing Director & Business Development Officer at MAI Capital Management. Responsible for growth and development, my focus is on expanding the firm's reach and engagement with high net worth and ultra high net worth individuals and families, their other key advisors, as well as working with endowments and foundations.MAI Capital Management's mission is to be the most trusted provider of sound, objective, goals-based advice in all aspects of our clients' lives.
Mai Capital Management, Llc
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Managing DirectorMai Capital Management, Llc Jul 2020 - PresentCleveland, Ohio, UsAs a Managing Director & Business Development Officer at MAI based out of our New York City office, I draw upon more than 30 years of business development, client relationship, wealth planning and business leadership experience in the wealth management industry. My primary focus is on MAI's growth and development efforts while also working directly with high net worth and ultra high net worth clients on wealth protection, intergenerational wealth transfer and a variety of other financial planning strategies. Throughout my career, I have assisted affluent individuals and families in protecting and growing their wealth and in helping them to define and preserve their unique legacies. By employing a consultative approach, I assist my clients in understanding how each of their decisions is likely to affect their outcomes by drawing upon my expertise in the areas of financial planning, investment planning and implementation, intergenerational wealth transfer, philanthropy, risk management and business succession planning. Committed to education as the path to successful outcomes, I have lectured on topics such as preparing for the sale of a business, major life transition planning, and finances for women.I am a Certified Trust & Financial Advisor (CTFA)® and a recipient of the SmartCEO 2015 New York Money Manager Award as well as the 2018 ACG New York Chapter Leadership Award.MAI Capital Management's mission is to be the most trusted provider of sound, objective, goals-based advice in all aspects of our clients' lives.MAI provides comprehensive wealth management, planning, investment management and family office services to high net worth and ultra high net worth individuals, families and athletes, as well as to endowments and foundations.https://mai.capital/
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President, Board Of DirectorsUkrainian Institute Of America 2001 - PresentPreviously Vice President of the Board for 10 years, I was elected President in May of 2019. The Ukrainian Institute of America is a 501(c)(3) organization whose mission is to promote the art, music, literature and culture of Ukraine and the of the Ukrainian diaspora. The organization is also the proud steward of the National Historic Landmark building, located at 2 East 79th Street in NYC, in which it is permanently housed.
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Board ChairAcg Cares Jan 2019 - PresentStratford, Connecticut, Us -
Advisory Board MemberNew York Common Pantry 2000 - Present
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Managing Director & Head Of Client DevelopmentEthic Wealth Advisors At Ethic, A Wealth Bank Mar 2020 - Jul 2020Canton, Ma, UsHelped to launch start-up RIA, ETHIC Wealth Advisors, where I was responsible for the initial client development plan and helping to build out the firm's wealth planning platform. My focus was on branding and expanding the firm’s reach among affluent private clients. -
Senior Vice President - Investment CounselorCapital Group Private Client Services Oct 2017 - Mar 2020Los Angeles, California, UsAs a Senior Vice President and Investment Counselor for Capital Group Private Client Services, I worked directly with high net worth individuals, business owners, executives and their families to create customized paths for protecting and growing their wealth, often across multiple generations. -
Principal1919 Investment Counsel F/K/A Legg Mason Investment Counsel 2007 - Sep 2017As a Principal and Senior Client Advisor at 1919 Investment Counsel, my primary responsibilities included new client acquisition, relationship management and building out and overseeing the firm’s financial planning practice.
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Managing DirectorWeiser Capital Management 2006 - 2007 -
Vice President - Wealth Management Business DevelopmentCity National Bank 2004 - 2006Los Angeles, Ca, Us -
Vice President - Wealth ManagementMellon 2004 - 2005
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Vice President - Business DevelopmentUs Trust 1999 - 2003Us -
Associate - Private BankingCredit Suisse 1992 - 1998Zurich, Ch -
Vice President - Private BankingCitibank 1988 - 1992New York, New York, Us -
Vice PresidentChemical Bank 1986 - 1988
Kathy Nalywajko Skills
Kathy Nalywajko Education Details
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Columbia Business SchoolFinance -
Barnard CollegeApplied Math
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Bronx High School Of Science
Frequently Asked Questions about Kathy Nalywajko
What company does Kathy Nalywajko work for?
Kathy Nalywajko works for Mai Capital Management, Llc
What is Kathy Nalywajko's role at the current company?
Kathy Nalywajko's current role is Managing Director & Business Development Officer at MAI Capital Management, LLC.
What is Kathy Nalywajko's email address?
Kathy Nalywajko's email address is kl****@****bal.com
What is Kathy Nalywajko's direct phone number?
Kathy Nalywajko's direct phone number is (800) 421*****
What schools did Kathy Nalywajko attend?
Kathy Nalywajko attended Columbia Business School, Barnard College, Bronx High School Of Science.
What are some of Kathy Nalywajko's interests?
Kathy Nalywajko has interest in Social Services, Arts And Culture, Health.
What skills is Kathy Nalywajko known for?
Kathy Nalywajko has skills like Strategic Financial Planning, Wealth Management, Retirement Planning, Financial Advisory, Investments, Finance, Alternative Investments, Private Banking, Business Development, Nonprofits, Private Equity, Asset Management.
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