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Nels W

Series 66

New York, NY

MayTech Global Investments

Nels Wangensteen is a financial advisor at Maytech Global Investments with 10 years of industry experience. He holds a Series 66 designation and previously worked at Integre Asset Management. Since 2017, Wangensteen has served as a trustee for The Panaphil Foundation, a charitable organization. Maytech Global Investments provides discretionary portfolio management to high-net-worth individuals, family offices, and institutional investors. The firm employs a research-intensive Global Growth strategy focused on technology-enabled, scalable businesses across global markets.

Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner
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Ye Y

Series 63

New York, NY

MayTech Global Investments

Ye Yin is a financial advisor at MayTech Global Investments with five years of industry experience. He holds a Series 63 designation and has been with MayTech since 2016, previously working at Maytech Capital Management. MayTech Global Investments manages approximately $895 million in regulatory assets and offers discretionary portfolio management, model delivery, and sub-advisory services to individual investors, wealth management platforms, and institutional clients. The firm employs a research-intensive Global Growth strategy focused on sectors such as information technology, healthcare, and consumer names, with a geographic emphasis that includes China.

Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner
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Eric A

Series 63, Series 65

Boca Raton, FL

MayTech Global Investments

Eric Anderson is a financial advisor at MayTech Global Investments with Series 63 and 65 licenses and one year of industry experience. His previous roles include positions at Foreside Financial Services, Halifax West, and AVARY Group, as well as teaching roles at Lynn University and experience in food service businesses. MayTech Global Investments manages approximately $895 million in regulatory assets, serving individual, institutional, and wealth management platform clients through a research-driven Global Growth strategy focused on technology, healthcare, and consumer sectors.

Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner
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John G

Series 63

New York, NY

MayTech Global Investments

John Gross is a financial advisor at MayTech Global Investments with 20 years of industry experience. He holds a Series 63 designation and has previously worked at Polen Capital Management and BNY Mellon Distributors. MayTech Global Investments manages approximately $895 million in assets, serving individual investors, wealth management platforms, and institutional clients. The firm employs a research-intensive Global Growth strategy focused on companies impacted by globalization, digitalization, and demographic change, with an emphasis on information technology, healthcare, and consumer sectors.

Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner
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Walter K

Series 63, Series 65

New York, NY

MayTech Global Investments

Walter Kelley is a financial advisor at MayTech Global Investments with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Brookmont Capital Management and J.P. Morgan Securities. Outside of his advisory role, he is an equity owner in Payment Approved Technologies. MayTech Global Investments manages approximately $895 million in regulatory assets, providing discretionary portfolio management, model delivery to wealth platforms, and sub-advisory services. The firm serves individual investors, wealth management platforms, and institutional clients, implementing a research-intensive Global Growth strategy focused on information technology, healthcare, and consumer sectors.

Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner
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