# Intersect Capital LLC
Source: https://planprovider.pro/provider/intersect-capital-llc

> Founded in 1997 and headquartered in San Ramon in the San Francisco Bay Area, Intersect Capital LLC is a registered investment advisor that now operates as p…

Retirement Plan Advisor

San Ramon, CA

## About Intersect Capital LLC

<p>Founded in 1997 and headquartered in San Ramon in the San Francisco Bay Area, Intersect Capital LLC is a registered investment advisor that now operates as part of MAI Capital Management.</p>

<p>The firm is known for working with business owners, entrepreneurs, athletes, and entertainers on wealth management and retirement planning. Intersect Capital acts as a fiduciary and offers 3(38) investment management services for retirement plans, supporting sponsors that want an advisor to select and monitor plan investments.</p>

<p>As part of MAI Capital Management, clients can also access family office services and other wealth management resources backed by MAI’s 50-year history. What differentiates Intersect Capital is its focus on high-profile and closely held business clients while plugging into a larger national platform for broader planning needs.</p>

<p>In addition to San Ramon, Intersect Capital has offices across major metro areas nationwide, including Los Angeles, New York City, Dallas–Fort Worth, Chicago’s North Shore, suburban Philadelphia, metro Detroit, Boston, Charlotte, Cleveland, Columbus, Cincinnati, St. Louis, Boulder, and multiple locations across Florida and the Washington, DC region.</p>

<ul>
<li>Registered investment advisor (RIA) founded in 1997</li>
<li>Headquarters: San Ramon, California (San Francisco Bay Area)</li>
<li>Service: 3(38) fiduciary investment management for retirement plans</li>
<li>Works with business owners, entrepreneurs, athletes, and entertainers</li>
<li>Part of MAI Capital Management, which has a 50-year history</li>
</ul>

Website: [https://mai.capital/intersect/](https://mai.capital/intersect/)

Founded: 1997

## Office Locations

- San Ramon, CA (Headquarters)

- Ann Arbor, MI

- Ashburn, VA

- Bannockburn, IL

- Berwyn, PA

- Bethesda, MD

- Boulder, CO

- Burlington, MA

- Charlotte, NC

- Cincinnati, OH

- Clearwater, FL

- Cleveland, OH

- Columbus, OH

- Dallas, TX

- Ellicott City, MD

- Fayetteville, AR

- Fort Myers, FL

- Gaithersburg, MD

- Key Biscayne, FL

- Lafayette, CA

- Leesburg, VA

- Little Rock, AR

- Los Angeles, CA

- Madison, CT

- Marriottsville, MD

- Naples, FL

- New Castle, PA

- Newport Beach, CA

- North Canton, OH

- New York, NY

- New York, NY

- Ponte Vedra Beach, FL

- San Mateo, CA

- San Ramon, CA

- Santa Rosa, CA

- St. Louis, MO

- Wayne, PA

## Services Offered

- 3(38) Investment Manager

## Team Members

- **Michael Holt**, Chief Investment Officer

- **Christopher Reeves**, Chief Operating Officer

- **Mark Weintraub**, Chief Investment Strategist

- **Todd Jacobs**, Chief Operating Officer

- **Michael Walsh**, Chief Investment Officer

- **Christopher Costanzo**, Chief Operating Officer

- **Christopher Smith**, Chief Operating Officer

- **Jonathan DePasquale**, Chief Operating Officer

- **Robert Muth**, Chief Operating Officer

- **Michael Mercer**, Chief Operating Officer

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