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Albie MacDonald
Senior Managing Director at Mai Capital Management
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| MAI Wealth Advisors, LLC | Senior Managing Director | May 2009 to Present | — |
| Fidelity Investments | Senior Account Executive | Jul 1999 to May 2009 | — |
Education
University of New Hampshire
BA, Communications
1994 — 1998
Exeter
Skills & Expertise
Others at Mai Capital Management (22)
| Name | Role | Location |
|---|---|---|
| Sr. Portfolio Manager | Cincinnati, OH , United States | |
| Portfolio Manager, Director | Boston, MA , United States | |
| Chief Equity Strategist and Senior Portfolio Manager | New York, NY , United States | |
| Group Head | Managing Director | MAI Retirement | Ponte Vedra Beach, FL , United States | |
| Portfolio Management Analyst, Senior Associate | Cleveland, OH , United States | |
| Portfolio Manager | Solon, OH , United States | |
| Co-Regional President, Managing Director | Philadelphia, PA , United States | |
| Regional President, Senior Managing Director | St. Louis, MO , United States | |
K Kurt Nye | Managing Partner, Chief Investment Officer | Cleveland, OH , United States |
R Robert Hamer | Managing Director | Northbrook, IL , United States |
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