Morgan Page Tester

Employer firm

Mai Capital Management, LLC CRD 109807

$52.1B regulatory AUM 132 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2019 → 12/2024
  Carmichael Hill
  Gaithersburg, MD
• 05/2016 → 05/2019
  Jcpenney
  Baltimore, MD
• 10/2018 → 05/2019
  Estabrook & Company
  Baltimore, MD
• 12/2024 → Present
  Mai Capital Management, Llc
  Gaithersburg, MD

Previous Registrations

• 2021-01-14 → 2024-12-12
  Carmichael Hill & Associates Inc
  Gaithersburg, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-12-18

Designations

• Certified Financial Planner
• Chartered Financial Consultant