MAXIMAI Investment Partners, LLC

Alejandro Behrens is a financial advisor at MAXIMAI Investment Partners, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Insigneo Securities, Bank of America, N.A., and Merrill Lynch. Outside of his advisory role, he manages a personal holding company, Alelex LLC. MAXIMAI provides fee-only wealth management and family office services primarily to high-net-worth and ultra-high-net-worth individuals, as well as businesses and institutional clients. The firm employs a collaborative investment approach combining macro analysis, fundamental and technical methods, and modern portfolio theory, incorporating alternative investments and derivatives as appropriate.

Maximilien Van Walleghem is a financial advisor at MAXIMAI Investment Partners, LLC with seven years of industry experience. Prior to joining MAXIMAI in 2024, he worked at BlackRock Investments, LLC from 2019 to 2024. He serves as a board member for the Centro Mater Foundation, a local nonprofit. MAXIMAI provides fee-only wealth management and family office services primarily to high-net-worth and ultra-high-net-worth individuals, as well as businesses, corporations, and certain institutional clients. The firm employs a client-focused approach combining macro analysis with fundamental and technical methods, incorporating alternative investments and derivatives where appropriate.

William Haag is a Series 65-licensed financial advisor at MAXIMAI Investment Partners, LLC with three years of industry experience. Prior to joining MAXIMAI in 2021, he spent several years working at PNC Bank and Wake Forest University. MAXIMAI provides comprehensive, fee-only wealth management and family office services primarily to high-net-worth and ultra-high-net-worth individuals, as well as to businesses and institutional clients. The firm combines macro analysis with technical, fundamental, and modern portfolio theory approaches, incorporating alternative investments and derivatives when appropriate.

Daniella Viete is a CFA® charterholder with 13 years of industry experience. She has worked at MAXIMAI Investment Partners, LLC since 2016, serving as Chief Operating Officer, and previously held positions at Insigneo Securities and Merrill Lynch. Outside of her advisory role, she holds several passive investments in private equity and private companies. MAXIMAI Investment Partners, LLC 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 client-focused, collaborative process that integrates macro analysis with fundamental, technical, and modern portfolio theory approaches, incorporating alternative investments and derivatives when appropriate.

Elizabeth Van Walleghem is a financial advisor at MAXIMAI Investment Partners, LLC with 32 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 24 years and Global Investor Services for three years. She serves as CEO of MAXIMAI and is involved as managing director in Cocovan Corp, a non-financial business entity. MAXIMAI provides fee-only wealth management and family office services primarily to high-net-worth and ultra-high-net-worth individuals, as well as businesses and institutional clients. The firm employs a client-focused, collaborative investment approach that incorporates macro analysis, fundamental and technical methods, and alternative investments.