Sheena
Dee Pauley
Mai Capital Management, LLC
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About this Advisor
Sheena Dee Pauley is a financial advisor based in Independence, Ohio, working with Mai Capital Management, LLC. Sheena has previously held positions at Key Private Bank, Pnc Bank, and Mai Capital Management, LLC. Sheena has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Ohio. Currently, Sheena is part of Mai Capital Management, LLC, which operates out of Independence, Ohio. The firm has 26 offices and 331 employees. The firm manages assets totaling $19.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Mai Capital Management, LLC includes asset-based, hourly, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mai Capital Management, LLC Brokerage Details
$19,711,015,200
331
26,826
$734,773
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Sheena Dee Pauley Work History
Mai Capital Management, LLC
Pnc Bank
Key Private Bank
Disclosures
Please visit the SEC profile of Sheena Dee Pauley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mai Capital Management, LLC
Cleveland, OH
Bay Village, OH
Mckinney, TX
Charlotte, NC
Ponte Vedra Beach, FL
Santa Rosa, CA
New York, NY
Independence, OH
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