Patrick Gingras, who co-founded Brenton Point Wealth Advisors, an RIA firm with offices in New York and Madison, Connecticut, has joined MAI Capital Management as a regional president and senior managing director. Gingras, who will be based in Madison, brings ...

MAI Capital Management, a Cleveland, Ohio-based registered investment managing $12.2 billion, has acquired Investment Planning Associates, a Rockville, Maryland-based RIA managing $235 million. IPA founding partner Jay Levin will assume the role of senior wealth advisor and managing director at ...