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Maxwell T
CFA®, Series 66
Miami, FL
CWA Asset Management Group
Maxwell Tejeda is a CFA® charterholder with a Series 66 license and one year of industry experience. He is currently with CWA Asset Management Group and previously worked at Fiduciary Trust International, JP Morgan Securities, JP Morgan Chase Bank, Bank of America, and Merrill. CWA Asset Management Group serves a diverse client base including individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs in-house research and proprietary models to offer both active and quantitative investment strategies, with portfolios that are globally diversified and may include tax-aware approaches and the use of third-party sub-advisers.
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