MAXIMAI Investment Partners, LLC

Maximilien Van Walleghem is a financial advisor at MAXIMAI Investment Partners, LLC with eight years of industry experience. He previously worked at BlackRock Investments and Foreside Fund Services. He serves as a board member for the Centro Mater Foundation, a local nonprofit organization focusing on fundraising and board meetings. MAXIMAI Investment Partners provides fee-only wealth management and family office services to high-net-worth and ultra-high-net-worth individuals, businesses, corporations, and institutional clients. The firm uses a combination of top-down macro analysis, fundamental and technical methods, and incorporates traditional and alternative investments, including private equity and hedge funds.

William Haag is a financial advisor at MAXIMAI Investment Partners, LLC in Coral Gables, FL, holding a Series 65 designation with four years of industry experience. Prior to joining MAXIMAI in 2021, he worked at PNC Bank from 2017 to 2021 and was employed at Wake Forest University from 2013 to 2017. MAXIMAI provides fee-only wealth management and family office services to high-net-worth and ultra-high-net-worth individuals, businesses, corporations, and institutional clients. The firm uses a combination of top-down macro analysis, fundamental and technical methods, and a range of traditional and alternative investments, including private equity and hedge funds.

Daniella Viete is a CFA® charterholder with 14 years of industry experience and has been with MAXIMAI Investment Partners, LLC since 2016. She holds a Series 66 license and previously worked at Insigneo Securities. Outside of her primary role, she is involved in several passive private equity and non-investment related business activities. MAXIMAI Investment Partners provides fee-only wealth management and family office services to high-net-worth and ultra-high-net-worth individuals, as well as corporate and institutional clients. The firm uses a combination of top-down macro analysis, fundamental and technical methods, and accesses traditional and alternative investments, including private equity and hedge funds.

Elizabeth Van Walleghem is a financial advisor with MAXIMAI Investment Partners, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked at MAXIMAI since 2016 and previously spent three years with Global Investor Services. Beyond her advisory role, she serves as Managing Director of Cocovan Corp and is involved as a manager and registered agent in private equity ventures Painted Paw Ventures LLC and Vanmax Capital LLC. MAXIMAI provides fee-only wealth management and family office services to high-net-worth and ultra-high-net-worth individuals, businesses, and institutional clients. The firm employs a combination of macro analysis, fundamental and technical methods, and accesses various traditional and alternative investments, including private equity and hedge funds, with a focus on larger international client relationships.