https://maximaipartners.com/wp-content/uploads/maximai-logo.png00westcottadminhttps://maximaipartners.com/wp-content/uploads/maximai-logo.pngwestcottadmin2021-10-07 15:25:112021-10-07 15:37:53FAs Weigh In: Women Have a Natural Advantage as Wealth Managers
https://maximaipartners.com/wp-content/uploads/maximai-logo.png00westcottadminhttps://maximaipartners.com/wp-content/uploads/maximai-logo.pngwestcottadmin2021-10-07 15:21:422021-10-07 15:21:42‘You’ll have difficult conversations’: Advisors’ top tips for going independent
https://maximaipartners.com/wp-content/uploads/maximai-logo.png00westcottadminhttps://maximaipartners.com/wp-content/uploads/maximai-logo.pngwestcottadmin2021-10-07 15:21:042021-10-07 15:21:042021-2022 Ranking of Best Financial Advisors in Coral Gables and Miami, Florida
https://maximaipartners.com/wp-content/uploads/maximai-logo.png00westcottadminhttps://maximaipartners.com/wp-content/uploads/maximai-logo.pngwestcottadmin2021-10-07 15:19:572021-10-07 15:19:57Real Estate, crédito privado y ESG son los pilares para el "auge" del negocio de US Offshore
https://maximaipartners.com/wp-content/uploads/maximai-logo.png00westcottadminhttps://maximaipartners.com/wp-content/uploads/maximai-logo.pngwestcottadmin2021-09-13 21:43:292021-10-07 15:18:25Rising to the Challenge: What Supercharged Theme Are You Backing This Year?
MAXIMAI Investment Partners ha sido nombrada entre las 11 mejores compañías de asesoría financiera en Miami y Coral Gables por dos años seguidos. Gracias a todos nuestros socios y clientes en Argentina por hacer que nuestros logros sean posibles! Ingrese a la pagina web de AdvisoryHQs para ver las clasificaciones completas.
https://maximaipartners.com/wp-content/uploads/maximai-logo.png00westcottadminhttps://maximaipartners.com/wp-content/uploads/maximai-logo.pngwestcottadmin2019-08-13 15:10:312019-08-14 19:25:16MAXIMAI Investment Partners ha sido nombrada entre las 11 mejores compañías de asesoría financiera en Miami y Coral Gables
Learning initiatives can encourage younger generations to understand basic investing concepts and build adviser-client relationships The Wall Street Journal — View Original Article March 9, 2017 9:30 a.m. ET Elizabeth van Walleghem is chief executive and founder of Maximai Investment Partners in Coral Gables, Fla. Voices is an occasional feature of edited excerpts in which […]
https://maximaipartners.com/wp-content/uploads/maximai-logo.png00westcottadminhttps://maximaipartners.com/wp-content/uploads/maximai-logo.pngwestcottadmin2017-03-09 09:30:592017-03-16 11:14:28Why Educational Programs for Clients’ Children and Grandchildren Are Win-Win
Business Wire — View Original Article February 14, 2017 NEW YORK — (BUSINESS WIRE) — Dynasty Financial Partners is proud to announce that the firm has won the 2017 Private Asset Management Magazine Award for: Best Investment Platform: Client Service. Dynasty Financial Partners is an RIA integrated middle and back office platform for some of the […]
https://maximaipartners.com/wp-content/uploads/maximai-logo.png00westcottadminhttps://maximaipartners.com/wp-content/uploads/maximai-logo.pngwestcottadmin2017-02-14 09:00:112017-03-16 11:16:05Dynasty Financial Partners Wins 2017 Award from Private Asset Management – Best Investment Platform: Client Service
By Murray Coleman Financial Advisor IQ — View Original Article October 11, 2016 After 24 years at Merrill Lynch, advisor Elizabeth van Walleghem left last month to help open MAXIMAI Investment Partners. The independent RIA is based in Coral Gables, Fla. Joining her at the new firm is her longtime partner, Thomas (Jim) Butler and three […]
https://maximaipartners.com/wp-content/uploads/maximai-logo.png00westcottadminhttps://maximaipartners.com/wp-content/uploads/maximai-logo.pngwestcottadmin2016-10-16 09:00:162016-12-16 14:06:22Merrill FA Breaks Away to Better Serve Global Clients
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 […]
https://maximaipartners.com/wp-content/uploads/maximai-logo.png00westcottadminhttps://maximaipartners.com/wp-content/uploads/maximai-logo.pngwestcottadmin2016-09-14 11:00:592016-09-14 12:48:35Lisa van Walleghem y Jim Butler III lanzan MAXIMAI Investment Partners asociándose a Dynasty Financial Partners
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 […]
https://maximaipartners.com/wp-content/uploads/maximai-logo.png00westcottadminhttps://maximaipartners.com/wp-content/uploads/maximai-logo.pngwestcottadmin2016-09-13 13:37:072016-09-14 13:10:35Merrill Lynch Broker Team with $550 Million in Assets Resigns
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 […]
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 […]
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 […]
https://maximaipartners.com/wp-content/uploads/maximai-logo.png00westcottadminhttps://maximaipartners.com/wp-content/uploads/maximai-logo.pngwestcottadmin2016-09-13 11:53:282016-09-14 12:45:00Advisers managing $550 million leave Merrill Lynch to create RIA in Florida
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,” […]
https://maximaipartners.com/wp-content/uploads/maximai-logo.png00westcottadminhttps://maximaipartners.com/wp-content/uploads/maximai-logo.pngwestcottadmin2016-09-13 05:35:552016-09-15 12:45:57Merrill brokers with $550 AUM switch to Dynasty
FAs Weigh In: Women Have a Natural Advantage as Wealth Managers
/en News /por westcottadminLeer más en Financial Advisor IQ
‘You’ll have difficult conversations’: Advisors’ top tips for going independent
/en News /por westcottadminLeer más en Citywire
2021-2022 Ranking of Best Financial Advisors in Coral Gables and Miami, Florida
/en News /por westcottadminLeer más en AdvisoryHQ
Real Estate, crédito privado y ESG son los pilares para el “auge” del negocio de US Offshore
/en News /por westcottadminLeer más en Fund Society
Rising to the Challenge: What Supercharged Theme Are You Backing This Year?
/en News /por westcottadminLeer más en CityWire
MAXIMAI Investment Partners ha sido nombrada entre las 11 mejores compañías de asesoría financiera en Miami y Coral Gables
/en News /por westcottadminMAXIMAI Investment Partners ha sido nombrada entre las 11 mejores compañías de asesoría financiera en Miami y Coral Gables por dos años seguidos. Gracias a todos nuestros socios y clientes en Argentina por hacer que nuestros logros sean posibles! Ingrese a la pagina web de AdvisoryHQs para ver las clasificaciones completas.
Why Educational Programs for Clients’ Children and Grandchildren Are Win-Win
/en News /por westcottadminLearning initiatives can encourage younger generations to understand basic investing concepts and build adviser-client relationships The Wall Street Journal — View Original Article March 9, 2017 9:30 a.m. ET Elizabeth van Walleghem is chief executive and founder of Maximai Investment Partners in Coral Gables, Fla. Voices is an occasional feature of edited excerpts in which […]
Dynasty Financial Partners Wins 2017 Award from Private Asset Management – Best Investment Platform: Client Service
/en News /por westcottadminBusiness Wire — View Original Article February 14, 2017 NEW YORK — (BUSINESS WIRE) — Dynasty Financial Partners is proud to announce that the firm has won the 2017 Private Asset Management Magazine Award for: Best Investment Platform: Client Service. Dynasty Financial Partners is an RIA integrated middle and back office platform for some of the […]
Merrill FA Breaks Away to Better Serve Global Clients
/en News /por westcottadminBy Murray Coleman Financial Advisor IQ — View Original Article October 11, 2016 After 24 years at Merrill Lynch, advisor Elizabeth van Walleghem left last month to help open MAXIMAI Investment Partners. The independent RIA is based in Coral Gables, Fla. Joining her at the new firm is her longtime partner, Thomas (Jim) Butler and three […]
Lisa van Walleghem y Jim Butler III lanzan MAXIMAI Investment Partners asociándose a Dynasty Financial Partners
/en News /por westcottadmin12:10 | 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
/en News /por westcottadminEx-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
/en News /por westcottadminBy 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
/en News /por westcottadminSep 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
/en News /por westcottadminMAXIMAI 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 […]
Merrill brokers with $550 AUM switch to Dynasty
/en News /por westcottadminBy 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,” […]