https://maximaipartners.com/wp-content/uploads/maximai-logo.png00westcottadminhttps://maximaipartners.com/wp-content/uploads/maximai-logo.pngwestcottadmin2023-04-06 13:28:222023-04-06 13:29:12Forbes 2023 Best-in-State Wealth Advisors: Lisa van Walleghem
https://maximaipartners.com/wp-content/uploads/maximai-logo.png00westcottadminhttps://maximaipartners.com/wp-content/uploads/maximai-logo.pngwestcottadmin2022-10-12 21:04:332022-10-12 21:07:54Meet the Boss: Lisa van Walleghem featured on the cover of CityWire Americas October 2022 Issue
https://maximaipartners.com/wp-content/uploads/maximai-logo.png00westcottadminhttps://maximaipartners.com/wp-content/uploads/maximai-logo.pngwestcottadmin2022-10-10 15:58:412022-10-10 16:00:08AdvisorHub's 2022 Top Female Advisors to Watch: Lisa van Walleghem
https://maximaipartners.com/wp-content/uploads/maximai-logo.png00westcottadminhttps://maximaipartners.com/wp-content/uploads/maximai-logo.pngwestcottadmin2021-10-07 15:24:082021-10-07 15:28:20FAs 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.pngwestcottadmin2021-09-13 21:43:292021-09-13 21:43:29Rising to the Challenge: What Supercharged Theme Are You Backing This Year?
https://maximaipartners.com/wp-content/uploads/maximai-logo.png00westcottadminhttps://maximaipartners.com/wp-content/uploads/maximai-logo.pngwestcottadmin2021-09-13 21:41:382021-09-13 21:41:38Real 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 21:39:032021-09-13 21:39:032021-2022 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.pngwestcottadmin2021-07-26 17:46:242021-09-13 21:39:58‘You’ll have difficult conversations’: Advisors’ top tips for going independent
MAXIMAI Investment Partners is proud to have been named as one of the top 11 Independent Advisor firms in Coral Gables and greater Miami by AdvisoryHQ for the second year in a row! We are grateful to our clients and partners both in the US and abroad for contributing to our success. Our clients are […]
By Citywire Americas team 21 Dec, 2017 Alejandro Behrens, Maximai Investment Partners Miami, Florida, USA What has been the best manager meeting this year? Harding Loevner, great manager for international equities. What was the best market moments of this year? Every time the market hit a new record What are your market expectations for 2018? For 2018, […]
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
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 […]
12:10 | 13/09/2016 Funds Society, Miami — View original article Two leading global financial advisors — Elizabeth (Lisa) van Walleghem and Thomas J. (Jim) Butler III — with previous responsibility for managing $550 million in client assets, announced yesterday that they have left Merrill Lynch and are partnering with Dynasty Financial Partners to launch a new firm, MAXIMAI Investment Partners. […]
https://maximaipartners.com/wp-content/uploads/maximai-logo.png00westcottadminhttps://maximaipartners.com/wp-content/uploads/maximai-logo.pngwestcottadmin2016-09-13 12:10:592016-09-15 12:43:00Lisa van Walleghem and Jim Butler III Launch MAXIMAI Investment Partners in Partnership with Dynasty Financial Partners
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
Forbes 2023 Best-in-State Wealth Advisors: Lisa van Walleghem
/in News /by westcottadminRead more on Forbes
Meet the Boss: Lisa van Walleghem featured on the cover of CityWire Americas October 2022 Issue
/in News /by westcottadminRead More on CityWire Americas
AdvisorHub’s 2022 Top Female Advisors to Watch: Lisa van Walleghem
/in News /by westcottadminRead More on AdvisorHub.
FAs Weigh In: Women Have a Natural Advantage as Wealth Managers
/in News /by westcottadminRead More on Financial Advisor IQ
Rising to the Challenge: What Supercharged Theme Are You Backing This Year?
/in News /by westcottadminRead More on CityWire
Real Estate, crédito privado y ESG son los pilares para el “auge” del negocio de US Offshore
/in News /by westcottadminRead More on Fund Society
2021-2022 Ranking of Best Financial Advisors in Coral Gables and Miami, Florida
/in News /by westcottadminRead more at AdvisoryHQ
‘You’ll have difficult conversations’: Advisors’ top tips for going independent
/in News /by westcottadminRead More on Citywire
MAXIMAI Investment Partners Named Top 11 Miami Financial Advisor
/in News /by westcottadminMAXIMAI Investment Partners is proud to have been named as one of the top 11 Independent Advisor firms in Coral Gables and greater Miami by AdvisoryHQ for the second year in a row! We are grateful to our clients and partners both in the US and abroad for contributing to our success. Our clients are […]
Fund selectors’ 2017 highs and 2018 expectations
/in News /by westcottadminBy Citywire Americas team 21 Dec, 2017 Alejandro Behrens, Maximai Investment Partners Miami, Florida, USA What has been the best manager meeting this year? Harding Loevner, great manager for international equities. What was the best market moments of this year? Every time the market hit a new record What are your market expectations for 2018? For 2018, […]
Why Educational Programs for Clients’ Children and Grandchildren Are Win-Win
/in News /by 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
/in News /by 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
/in News /by 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 […]
Merrill Lynch Broker Team with $550 Million in Assets Resigns
/in News /by 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
/in News /by 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
/in News /by 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 […]
Lisa van Walleghem and Jim Butler III Launch MAXIMAI Investment Partners in Partnership with Dynasty Financial Partners
/in News /by westcottadmin12:10 | 13/09/2016 Funds Society, Miami — View original article Two leading global financial advisors — Elizabeth (Lisa) van Walleghem and Thomas J. (Jim) Butler III — with previous responsibility for managing $550 million in client assets, announced yesterday that they have left Merrill Lynch and are partnering with Dynasty Financial Partners to launch a new firm, MAXIMAI Investment Partners. […]
Advisers managing $550 million leave Merrill Lynch to create RIA in Florida
/in News /by 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
/in News /by 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,” […]