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Albie MacDonald

Albie MacDonald

Senior Managing Director at Mai Capital Management

Ponte Vedra Beach, FL , United States

About

Albie MacDonald is Senior Managing Director at MAI Capital Management, where he also serves as President of the Advisory Referral Group. Based in Ponte Vedra Beach, FL, he is responsible for overseeing the firm's wealth management operations, providing strategic leadership, and enhancing client advisory services, particularly for ultra-high-net-worth individuals and families. His focus spans comprehensive wealth management, financial planning, and institutional consulting.

With a career starting in 1999 at Fidelity Investments as a Senior Account Executive, Albie joined MAI in 2009 and has since played a pivotal role in the firm's expansion and leadership, including major acquisitions and service innovations. His expertise includes high-net-worth client advisory, family office solutions, and building referral networks, with significant experience in both private client and institutional sectors.

Albie holds a BA in Communications from the University of New Hampshire and is a CERTIFIED FINANCIAL PLANNER™ (CFP®). His career is marked by substantial contributions to MAI's growth, the integration of advanced advisory solutions, and the development of multi-disciplinary teams serving affluent clientele across the U.S..

Career History

OrganizationRoleDate RangeDetails
MAI Wealth Advisors, LLCSenior Managing DirectorMay 2009 to Present
Fidelity InvestmentsSenior Account ExecutiveJul 1999 to May 2009

Education

University of New Hampshire

BA, Communications

1994 1998

Exeter

Skills & Expertise

Wealth
Investment Advisory
Wealth Management
Options
Mutual Funds
Portfolio Management
Asset Management
Asset Allocation
Investments
Financial Planning
High Net Worth Individuals

Others at Mai Capital Management (22)

NameRoleLocation
Andy Bruns
Andy Bruns
Sr. Portfolio ManagerCincinnati, OH , United States
Aron Wegner
Aron Wegner
Portfolio Manager, DirectorBoston, MA , United States
Chris Grisanti
Chris Grisanti
Chief Equity Strategist and Senior Portfolio ManagerNew York, NY , United States
Clay Perry
Clay Perry
Group Head | Managing Director | MAI RetirementPonte Vedra Beach, FL , United States
Jack Glending
Jack Glending
Portfolio Management Analyst, Senior AssociateCleveland, OH , United States
Jason Putman
Jason Putman
Portfolio ManagerSolon, OH , United States
Jeffrey Leber
Jeffrey Leber
Co-Regional President, Managing DirectorPhiladelphia, PA , United States
Joan Malloy
Joan Malloy
Regional President, Senior Managing DirectorSt. Louis, MO , United States
K
Kurt Nye
Managing Partner, Chief Investment OfficerCleveland, OH , United States
R
Robert Hamer
Managing DirectorNorthbrook, IL , United States
Showing 1-10 of 22 team members

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