Marie-Claire is often the first point of contact for our clients. She plays an instrumental role in delivering the highest level of quality and professionalism when engaging with them.
Her role covers client onboarding, managing asset transfers, coordinating client meetings, responding to client inquiries and she works closely with the advisors to ensure the overall client experience is met and exceeded.
Prior to joining MAXIMAI Investment Partners, Marie-Claire worked at a Registered Investment Advisory firm as an Office Manager for 3 years. She led all aspects of the office services, including CRM and setting policy and procedures for the firm. She also worked at Merrill Lynch and Janus International.
Marie-Claire is a graduate of the University of Connecticut where she received a Bachelor’s of Arts degree in Economics. Marie-Claire resides in Miami with her children. She enjoys spending time with her family and friends, reading, exercising and traveling.