Jeffrey Leber
Co-Regional President, Managing Director at Mai Capital Management
About
Jeffrey A. Leber, CFP® is Co-Regional President and Managing Director at MAI Capital Management, where he leads the Philadelphia-area office following MAI's acquisition of Hyperion Partners in October 2024. In this capacity, Leber oversees wealth management, strategic direction, and client service operations for high-net-worth individuals, families, and business clients throughout the region.
Leber’s advisory focus spans comprehensive investment planning, tax and estate strategies, and business solutions for affluent clients, leveraging MAI's multi-disciplinary platform. Before joining MAI, he co-founded Hyperion Partners in 2018, building the firm to $528.8 million in client assets with a strong emphasis on proactive, tailored advice for clients in the greater Philadelphia area.
He holds the Certified Financial Planner™ designation, reflecting advanced expertise in wealth strategy and financial planning. Leber’s notable industry contributions include a track record of building successful advisory businesses and a reputation for client-centric service combined with deep knowledge of tax-aware investing, estate planning, and strategic business advisory for executives and owners.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| MAI Capital Management | Co-Regional President, Managing Director | Oct 2024 to Present | At MAI, we empower you to simplify, protect, & grow your wealth. Our Team of Wealth Advisors are dedicated to providing holistic planning and advice for wealthy individuals and business owners. |
| Hyperion Partners, LLC | Managing Partner | Aug 2018 to Oct 2024 | — |
| Bridgers Schill Wealth Management Group | Partner | Jun 2016 to Jul 2018 | We provide individuals, families, and businesses with comprehensive advice to help them navigate the financial world; thus, allowing them to focus on their personal lives and professional priorities. ... |
| Independent Registered Investment Advisory Firm | Principal - Wealth Advisor | Apr 2008 to May 2016 | Provide life and wealth advisory services to high-net worth individuals and families. My responsibilities include new business development and relationship management for clients. In short, our prima... |
| SEI Wealth Network | Business Development Manager | Jan 2006 to Mar 2008 | Strategic Business Planning - coordinated our unit's strategic business planning process which resulted in a 12-month plan and process for quarterly review on ongoing monitoring of the plan. Created m... |
| SEI Investments - Advisor Network | Solutions Analyst | Feb 2004 to Dec 2005 | Strategic Business Consulting - worked with advisor clients to analysis their firm's financials and client base to make recommendation around growing, positioning, and streamling their practices. Tech... |
| SEI Business Continuity Services | Analyst | Jul 2002 to Jan 2004 | Design and documentated a business continuity plan for SEI's Consolidated Operations Unit. |
Education
Georgia Institute of Technology
BS, Electrical Engineering
1996 — 2001
Others at Mai Capital Management (9)
| Name | Role | Location |
|---|---|---|
 | Sr. Portfolio Manager | Cincinnati, OH , United States |
 | Portfolio Manager | Solon, OH , 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 |
 | Regional President | Little Rock, AR , United States |
J John Ciancibello | Managing Director | Cleveland, OH , United States |
W William Collins | Managing Director | Burlington, MA , United States |