Our Mission

As a trusted advisor, partner and advocate for our client families, our firm is committed to fostering stability and confidence in all financial decisions. Because our motto is “Family First,” we strive to educate and mentor our clients and their families. We hold paramount our mission to ensure the security of family wealth throughout multiple generations.

Trusted advisor for today’s global family.

Sustainable Competitive Advantages

At MAXIMAI Investment Partners, we seek to work with clients who share the philosophy of “Family First” and who are as dedicated to their families as we are to maximizing their financial security for years to come. Our commitment to forging strong and enduring relationships with clients and their extended families is just the starting point in how we differentiate ourselves in the marketplace:

  • Boutique firm with personalized concierge services
  • Combined wealth management experience of more than 50 years
  • Multicultural and multigenerational team
  • Proactive communication and constant interaction with our clients
  • Heightened focus on the impact of the evolving regulatory environment on the global client
  • Expansive professional network including attorneys, tax professionals, accountants, real estate and insurance experts, among others, that ensures clients a fully integrated solution
  • Unbiased intermediaries between our clients and their multiple financial institutions
  • Open-architecture platform with access to multiple custodians, a wide range of investment managers, private equity and hedge funds
  • Access to the top strategists, economists and portfolio managers in the industry
  • Tailored platform for account aggregation and review
  • Educational investment seminars and mentoring for clients and their families

Our People

The MAXIMAI team is multigenerational, multinational and multilingual, as are our clients.
Just as our clients are discerning in choosing us, we are equally selective in building our team.

Elizabeth (Lisa) van Walleghem

Chief Executive Officer and Founder

Elizabeth (Lisa) van Walleghem

Chief Executive Officer and Founder

Lisa is CEO and Founder of MAXIMAI Investment Partners. She leads a team of professionals committed to providing tailored solutions for global clients, as well as to business development. Lisa advises clients on generational planning and global portfolio allocation with specific emphasis on core alternative investment strategies.

She also directs the firm’s efforts to promote the involvement of next generation clients in educational seminars and internships and she fosters their integration in family wealth discussions and planning.

Lisa has been providing wealth management advice to ultra-high-net worth clients for the last 30 years. In 1992, she joined Merrill Lynch, where she spearheaded the founding of the MaximAI Wealth Management Group.

Highly qualified, Lisa has consistently achieved distinguished recognition such as her inclusion in Merrill’s prestigious Charles E. Merrill Circle of Excellence. She also earned the special designation of Private Wealth Specialist for Latin America.

Lisa is committed to her family and lives in Coral Gables, Florida, with her husband, Derek, and their son, Max. Her hobbies include boating, travel and learning about different cultures. She is an avid reader and dedicated to mentoring teens. For the past 10 years, Lisa has been a Board member of the Centro Mater Foundation, which supports five centers in South Florida that offer childcare and after-school activities.

Thomas J. (Jim) Butler, III

Co-Founder

Thomas J. (Jim) Butler, III

Co-Founder

Jim has worked for more than 40 years in international financial services; he is highly experienced and well equipped to help MAXIMAI’s clients and their families build financial security. As a Senior Vice President at Merrill Lynch International, Jim gained significant expertise in wealth management and international markets; he worked at Merrill for 28 years in both New York City and Miami. He has served as an advisor to ultra-high-net worth individuals, drawing on his experience in international banking and as a Vice President in Treasury Management at Marine Midland Bank in New York City.

Jim was born and raised in Panama and came to the United States to earn both his Bachelor of Science in Finance and Economics and his M.B.A. from the University of Tulsa.

Jim resides in Miami with his wife, Joanne, and is the proud father of a daughter, Joey Leigh. When not spending time with his family, he enjoys jazz concerts, playing guitar and aerobics. Jim is a member of the Alexis de Tocqueville Society of the United Way, a leading charity in the United States.

Daniella Viete, CFA®

Chief Operating Officer and Associate Partner

Daniella Viete, CFA®

Chief Operating Officer and Associate Partner

Daniella is a holder of the Chartered Financial Analyst® designation and a member of the CFA Institute. She provides ongoing analysis and monitoring of client portfolios and assists with manager selection, analysis and risk management.

As Chief Operating Officer of MAXIMAI Investment Partners, she also oversees the day-to-day operational logistics and strategic client situations.

Daniella was previously a Senior Financial Analyst at Merrill Lynch where she was part of the team’s Investment Committee providing customized solutions for clients.

Daniella is a graduate of the Florida Atlantic University, from which she received a Bachelor’s Degree in Business Administration, with a double major in Finance and Economics. Daniella resides in Miami with her husband, Daniel. In her spare time, she enjoys traveling and Pilates.

CFA Institute mark(s) are trademark(s) owned by CFA Institute.

Alejandro Behrens

Managing Director and Associate Partner

Alejandro Behrens

Managing Director and Associate Partner

Alejandro focuses his expertise on fulfilling the needs of the firm’s ultra-high-net-worth clients. As Managing Director of MAXIMAI, Alejandro leads business development. He works closely with clients and their families to tailor strategies and meet their financial goals. He helps them understand and navigate their financial choices, putting together efficient and objective plans. He also takes part in constructing investment strategies designed to preserve wealth.

As a millennial, Alejandro deepens relationships with the next generation of clients and helps family members understand and implement wealth transfer strategies. He brings a fresh perspective on investment solutions to the new generations of investors.

With six years of experience at Merrill Lynch, Alejandro’s last role was team Financial Advisor. Alejandro received a B.A. from Villanova University where he pursued a double major in Economics and Political Science. He also earned an M.B.A. from Georgetown University in 2015. Born and raised in Caracas, Venezuela, Alejandro currently resides in Miami. He is a Member of the Board of Future Matters, which creates awareness among young professionals for the underprivileged children in the community. Outside the office, Alejandro enjoys adventure travel, movies, tennis and skiing.

Scott Welch

Chief Investment Officer

Scott Welch

Chief Investment Officer

Scott Welch* is a member of Dynasty Financial Partners, LLC (“Dynasty”) and, through MAXIMAI Investment Partners’ strategic relationship with Dynasty, functions as MAXIMAI’s Chief Investment Officer. In this capacity, Mr. Welch provides macroeconomic commentary and assists with devising alternative investment strategies for financial planners and investment advisors.

He is the founder of UnconstrainedThought, a macroeconomic, investment and wealth management consultancy. Previously, he was a co-founder and Chief Investment Officer of Fortigent, LLC, a provider of outsourced investment research and technology solutions to RIAs and banks that target high-net-worth investors.

Before joining Fortigent and its predecessor firm in 1998, Scott spent more than 12 years on Wall Street, where he focused on capital markets, corporate finance and derivatives. He is a frequent speaker on the topics of wealth management, portfolio management and the macroeconomic and investment landscape. He is an award-winning author who has been published in a variety of industry trade journals.

Scott holds the Certified Investment Management Analyst (CIMA®) designation and has earned Investment Strategist, Advanced Investment Strategist and Alternative Investments Certificates from the Investment Management Consultants Association (IMCA). He received a B.S. degree in Mathematics from the University of California, Irvine and an M.B.A. from the University of Massachusetts, Amherst.

*The above individual is employed by Dynasty Financial Partners and is not an employee, representative or agent of MAXIMAI Investment Partners (“Advisor.”) Dynasty provides services and support to the Advisor through a service agreement between the parties. Dynasty is a wholly independent entity and is not an owner, controlling party or an affiliate of Advisor. Dynasty, as well the above noted Dynasty employee, is not authorized to act on behalf of the Advisor in any respect and any investment recommendations or other advice is solely from the Advisor and should not be attributable in any respect to Dynasty or its employee. The Dynasty employee’s biographical description is included on this website solely for purposes of showing the scope and breadth of Advisor’s available resources and its support team.

Juan Carlos Riera, CAMS CP/AML

Chief Compliance Officer

Juan Carlos Riera, CAMS CP/AML

Chief Compliance Officer

Mr. Riera has over 25 years of experience in the international financial industry, particularly in the international wealth management area, including domestic and international broker/dealers, commercial and investment banks and investment advisory firms

His experience includes various senior positions in risk management, compliance, operations and service support areas in different countries (Venezuela, Panama, USA and Switzerland) working for some of the largest and most successful broker-dealers and private banks in the world, including Merrill Lynch, Wachovia, and First Clearing Corporation, among others. Juan Carlos has served as Chief Compliance Officer, Regional Compliance Director for Latin America, Head of AML, Compliance & Service Manager.

Mr. Riera graduated from Universidad Catolica Andres Bello (UCAB) Caracas – Venezuela and completed different management and law programs at the University of Richmond, Instituto de Estudios Superiores de Administracion (IESA) and Thunderbird School of Global Management.

Mr. Riera is a Certified Anti-Money Laundering Specialist (CAMS) and a Certified Professional in Anti-Money Laundering (CP/AML) by the Florida International Banking Association (FIBA). He is fluent in English and Spanish.

Javier Rivero

Senior Vice President, International Division

Javier Rivero®

Senior Vice President, International Division

Javier Rivero* is a member of Dynasty Financial Partners, LLC (“Dynasty”) and, through MAXIMAI Investment Partners’ strategic relationship with Dynasty, functions as MAXIMAI’s Senior Vice President, International Division. In this capacity, Mr. Rivero provides assistance with new business opportunities and collaborates on any operational challenges.

MAXIMAI is fortunate to have Javier provide assistance with new business opportunities and collaborate on streamlining operations, as well. He oversees the firm’s international business, which includes connecting with Dynasty’s network advisors to tap international opportunities. In addition, Javier will evaluate and cultivate partnerships with key resource partners in the international arena on behalf of MAXIMAI. Javier joins MAXIMAI Investment Partners from Brickell Global Markets, where he was President. Prior to that, he was a Vice President, Complex Administrative Manager at Merrill Lynch in the LatAm division.

Javier received his B.S. in Finance from Kean University in Union, N.J. In his spare time, Javier enjoys boating, fishing, traveling and spending time with his family.

*The above individual is employed by Dynasty Financial Partners and is not an employee, representative or agent of MAXIMAI Investment Partners (“Advisor.”) Dynasty provides services and support to the Advisor through a service agreement between the parties. Dynasty is a wholly independent entity and is not an owner, controlling party or an affiliate of Advisor. Dynasty, as well the above noted Dynasty employee, is not authorized to act on behalf of the Advisor in any respect and any investment recommendations or other advice is solely from the Advisor and should not be attributable in any respect to Dynasty or its employee. The Dynasty employee’s biographical description is included on this website solely for purposes of showing the scope and breadth of Advisor’s available resources and its support team.

Ana Bueso

Manager of Client Services

Ana Bueso

Manager of Client Services

Ana is an integral member of the MAXIMAI team. Through close collaboration, she oversees all operational issues for clients and their families, assisting with new accounts, online access, inquiry response, ongoing administration and more. Cultivating trusted multigenerational relationships, Ana ensures seamless, end-to-end interaction and client service. Ana comes to MAXIMAI from Merrill Lynch, where she also worked as a Client Associate. She started her career at the Spanish Bank Caixanova in Miami.

Originally from Honduras, Central America, Ana earned a B.A. in Marketing from the Catholic University of Honduras. In her free time she enjoys spending time with her family and lives in Miami with her husband and their daughter Isabel.

Edward Kohn

Technology & Service Analyst

Edward Kohn

Technology & Service Analyst

Edward collaborates with our clients on the MAXIMAI technology offering including account consolidation, reconciliation, and reporting. He will assist in the development of new capabilities that will foster a better client experience from a technological standpoint.

Edward will also support the teams’ investment analyst by developing databases integral to our research themes and strategies. Gathering of financial information, excel modeling, valuation and preparation of investment presentations. He will continue to assist with day to day client situations and streamlining client service.

Having worked for institutions such as Santander Private Bank in Miami, Florida and also a boutique family office, he brings experience in banking and wealth management to the MAXIMAI team. He also has experience with evaluating investments for high net worth clients.

Edward was born and raised in Caracas, Venezuela. He earned his Bachelor’s Degree in Business Administration from Florida International University, majoring in International Business. In his spare time, Edward enjoys spending time with his family, reading and is an avid cyclist.