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 last 15 years Lisa has worked closely with The Centro Mater Foundation, which supports five centers in South Florida that offer childcare and after school programs for children from economically disadvantaged families. As a Centro Mater Alum, she is passionate about giving back. She has been a Board member, event sponsor, volunteer and remains highly committed..