Steve Rudolph

Steve Rudolph is a Managing Director and Senior Wealth Advisor at MAI Capital Management in Beachwood, Ohio, where he leads a team dedicated to providing comprehensive financial planning and investment management for high-net-worth individuals. His responsibilities include developing customized wealth strategies, overseeing portfolio management, and ensuring clients receive ongoing education and support to meet their financial goals.

Rudolph specializes in investment management, retirement planning, and estate planning, with a particular focus on serving affluent families and professionals. He brings expertise in equities, fixed income, alternative investments, and holistic wealth solutions, emphasizing a personalized approach tailored to each client’s unique objectives and risk tolerance.

With over 30 years of experience in the financial services industry, Rudolph previously served as President of HW Financial Advisors, which was acquired by MAI Capital Management in 2021. He holds an MBA in Finance from the Weatherhead School of Management at Case Western Reserve University and a BS in Accounting from Miami University. Rudolph has been recognized as a Forbes Best-in-State Wealth Advisor and is actively involved in community leadership, including serving as Chair of the Retirement Fund Committee for the Jewish Federation of Cleveland and on the board of Milestones Autism Resources.