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
    • Charles Schwab
    • Pershing
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Meet Your Team

Serving You And Your Family Through the Generations

  • Meet Your Team
  • Nicholas Alvarez
Nicholas Alvarez

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Nicholas Alvarez

Client Engagement Associate

Nicholas Alvarez, is a Client Engagement Associate for MAXIMAI Investment Partners. He performs a wide range of duties and plays an integral role in the smooth functioning of the team’s operations. He helps to ensure that the team’s operational tasks such as client onboarding, managing asset transfers, coordinating client meetings, and responding to client inquiries are handled delicately and efficiently.

Nicholas first worked with MAXIMAI during the firm’s time at Merrill Lynch, and now rejoins our team after working with Premia Global Advisors for the past two years as a Client Service Associate.

Nicholas is a graduate of Florida International University, he earned a B.A. in Organizational Communications with a minor in Social Media Marketing. Nicholas lives in Miami, Florida, with his wife and their son. He enjoys spending time with his family and friends, and his favorite time of year is football season.

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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