This $35 Billion Firm Helps Investors Stay Disciplined & Controlling What’s In Your Control
Update: 2025-09-18
Description
GuestTed Halpern, Regional President, Managing Director | MAI Capital
MAI Capital’s AUM =$35BWebsitehttps://mai.capital/
BioTed Halpern brings over 30 years of experience in financial services, having launched Halpern Financial, Inc. in 1998. He joined MAI in 2024, where he continues to provide comprehensive financial, investment, and wealth management planning to affluent families, professionals, and their businesses. Ted serves on the Board for Institutional Investor and is involved in several charities. He holds a B.S. in Finance from the University of Maryland. He and his wife, Bethe, live in both Naples, FL and Ashburn, VA, and are proud parents of twins.
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