MAXIMAI Investment Partners

MAXIMAI Investment Partners

Sophisticated Wealth Management for Global Families

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  • Who We Are
    • Meet Your Team
    • The MAXIMAI Difference
    • Strategic Relationships
    • Philanthropy
  • How We Serve You
    • What to Expect
    • Our Services
  • Press & Insights
    • Press
    • Insights
  • Careers
  • Contact Us
  • Client Login
    • MAXIMAI Investment Partners
    • Fidelity Investments
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Meet Your Team

Serving You And Your Family Through the Generations

Working Together
to Protect Your Legacy

The MAXIMAI team is multigenerational, multinational, and multilingual, as are our clients. We work together collaboratively to make a difference in your life, and each of our team members has a highly specialized role in serving you. We are passionate about developing a strong relationship with you that is rooted in excellence, integrity, and trust, and we look forward to taking exceptional care of your family now and for generations to come.

Elizabeth (Lisa) van Walleghem

Elizabeth (Lisa) van Walleghem

Chief Executive Officer and Founder

Alejandro Behrens

Alejandro Behrens

Managing Director and Associate Partner

Daniella Viete, CFA®

Daniella Viete, CFA®

COO, CCO & Associate Partner

Sinan Kermen, CFA®

Sinan Kermen, CFA®

Head of Investment Strategy and Research

William “Taggart” Haag

William “Taggart” Haag

Investment Associate

Federico Sorzano

Federico Sorzano

Director of Operations

Nicholas Alvarez

Nicholas Alvarez

Client Engagement Associate

Maximilien P. van Walleghem

Maximilien P. van Walleghem

Associate Advisor

Juan Carlos Riera, CAMS CP/AML

Juan Carlos Riera, CAMS CP/AML

Compliance Consultant

Melanie Mercado

Melanie Mercado

Client Engagement Associate

Maria Suarez

Maria Suarez

Marketing & Communications

MAXIMAI Investment Parters

500 S. Dixie Highway, Suite 301
Coral Gables, FL 33146
info@maximaipartners.com |
Phone: (786) 332-6050 |
Fax: (786) 332-6041

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