About
Aron Wegner is a Portfolio Manager and Director at MAI Capital Management, currently based in Boston, Massachusetts, where he is responsible for managing investment portfolios and providing advisory services to clients. He joined MAI in 2021 following the firm's acquisition of Regal Wealth Management, where he held the position of Investment Associate.
Wegner leverages expertise developed across roles in acquisition and leveraged finance, having previously worked as an Associate in the Acquisition and Leveraged Finance Group at Nomura before transitioning into wealth and portfolio management. At MAI, he focuses on comprehensive portfolio management, advising both private and institutional clients, with specialization in multi-asset class and tailored investment strategies.
He holds a Bachelor of Business Administration in Marketing and Finance from the University of Michigan’s Ross School of Business as well as a Bachelor of Arts in Sport Management from the University of Michigan. His background integrates direct experience in private wealth, capital markets, and corporate finance, enabling him to address the complex needs of diverse client segments.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| MAI Capital Management, LLC | Portfolio Manager, Director | Dec 2021 to Present | — |
| Regal Wealth Management, LLC | Investment Associate | Nov 2019 to Dec 2021 | Complex client needs require a sophisticated approach to planning and investment management. As an independent firm, we have access to the best available investment options and opportunities, unlimite... |
| Nomura | Associate, Acquisition and Leveraged Finance Group | Jul 2017 to Nov 2019 | Complete focused analyses, manage research for and production of marketing material and presentation decks, and support closing activities for significant LBO, repricing, refinancing, dividend recap a... |
| Center for Sport and Policy at University of Michigan | Undergraduate Research Assistant | Sep 2016 to May 2017 | Provided economic analyses for professional sports teams, real estate groups, and stadium developers pursuing new locations. Work included research and due diligence, preparation of presentation decks... |
| Nomura | Investment Banking Summer Analyst | Jun 2016 to Aug 2016 | Performed analysis, prepared marketing material and presentation decks with a focus in the Food and Beverage, Pet Products, and over-the-counter health products sectors. |
| Inner Circle Sports | Summer Intern | Jun 2015 to Aug 2015 | Sole summer analyst for boutique investment banking advisory firm specializing in global professional sports organizations. Focused on investment opportunities for professional sports teams and sports... |
| Chatham Bars Inn | Sales and Marketing Intern | Jun 2014 to Aug 2014 | — |
| Gametime | Social Media and Marketing Intern | Jan 2014 to May 2014 | — |
| Monumental Sports & Entertainment | Summer Intern - Communications Department | May 2013 to Aug 2013 | Worked in the Communications and Public Relations departments. Conducted interviews with team prospects andcurrent players during the 2013 Development Camp. Drafted press releases, revised the officia... |
| Bleacher Report | Social Media Contributor | Jan 2013 to Apr 2013 | Created Vine videos during University of Michigan’s NCAA run to the Final Four. Coordinated social media updates and content for sports blog website. |
| Levy Restaurants | Summer Intern (Nationals Park) | Jun 2012 to Aug 2012 | — |
| Camp Manitou | Camp Counselor | Jun 2011 to Aug 2011 | — |
Education
University of Michigan
Bachelor of Arts - BA, Sport Management
2012 — 2017
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration - BBA, Marketing and Finance
2012 — 2017
Others at Mai Capital Management (22)
| Name | Role | Location |
|---|---|---|
 | Sr. Portfolio Manager | Cincinnati, OH , 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 |
 | Partner and Managing Director | Cleveland, OH , United States |
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