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Lisa van Walleghem y Jim Butler III lanzan MAXIMAI Investment Partners asociándose a Dynasty Financial Partners

12:10 | 13/09/2016 Funds Society, Miami — View original article Elizabeth (Lisa) van Walleghem y Thomas J. (Jim) Butler III, dos prestigiosos asesores financieros globales que gestionaban 550 millones de dólares en activos de clientes, han anunciado esta mañana que dejan Merrill Lynch y lanzan la nueva firma MAXIMAI Investment Partners, asociándose con Dynasty Financial […]

Merrill Lynch Broker Team with $550 Million in Assets Resigns

Ex-Merrill adviser team launches international-focused boutique By VERONICA DAGHER The Wall Street Journal — View original article Sept. 13, 2016 12:37 p.m. ET Two Merrill Lynch brokers who managed $550 million in client assets have resigned to launch a boutique advisory focused on international clients, joining a number of small adviser groups to leave big firms […]

Five Merrill Lynch LatAm advisors exit to launch own firm

By Atholl Simpson City Wire Americas — View original article 13 Sep, 2016 at 12:48 Five Merrill Lynch global advisors have left the US giant to launch their own Florida-based investment advisory firm in partnership with wealth management support service provider Dynasty Financial Partners. The new venture, named MAXIMAI Investment Partners, is led by industry veterans Elizabeth […]

Merrill Lynch financial advisors leave to start new investment firm

Sep 13, 2016, 12:39pm EDT Nina Lincoff, Reporter South Florida Business Journal — View Original Article Continuing the trend of financial advisors leaving big firms to make it on their own, former Merrill Lynch team member Elizabeth van Walleghem and Thomas J. Butler, III have launched the new MAXIMAI Investments Partners. MAXIMAI is based in […]

Advisers managing $550 million leave Merrill Lynch to create RIA in Florida

MAXIMAI will focus on ultra-high-net-worth clients internationally Sep 13, 2016 @ 11:53 am By Christine Idzelis Investment News — View original article Advisers managing $550 million of assets have left Bank of America Merrill Lynch to create independent advisory firm MAXIMAI Investment Partners in Florida. Lisa van Walleghem and Thomas “Jim” Butler broke away from […]

Global Financial Advisors – Elizabeth (Lisa) van Walleghem and Thomas J. (Jim) Butler III — Launch MAXIMAI Investment Partners in Partnership with Dynasty Financial Partners

Registered Investment Advisor Based in Coral Gables, Florida, Focuses on Ultra-High-Net Worth Global Clients Multi-Lingual and Multi-Generational Global Advisory Team; Broker Dealer Services through Global Investor Services (GIS) September 13, 2016 10:00 AM Eastern Daylight Time NEW YORK — (BUSINESS WIRE) — Two leading global financial advisors — Elizabeth (Lisa) van Walleghem and Thomas J. (Jim) Butler III — with […]

Merrill brokers with $550 AUM switch to Dynasty

By Ann Marsh Financial Planning — View original article Published  September 13 2016, 5:35pm EDT Dynasty Financial Partners nabbed four breakaway advisers from Merrill Lynch, who have formed a “multilingual, multigenerational” firm focused on high-net-worth entrepreneurs globally, according to a release. The advisers sought to build a practice “unconstrained by the structure of a one-firm model,” […]