Advisors at this firm
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.
Ye Y
Series 63
New York, NY
Maytech Global Investments
Ye Yin is a financial advisor at Maytech Global Investments in New York, NY, holding a Series 63 designation with four years of industry experience. He has been with Maytech Global Investments since 2016 and previously worked at Maytech Capital Management from 2014 to 2017. Maytech Global Investments provides discretionary portfolio management to high-net-worth individuals, family offices, and institutional investors, along with model portfolios and sub-advisory services. The firm focuses on a research-intensive Global Growth strategy targeting technology-enabled, scalable businesses worldwide and sponsors the Global Innovation Fund, which concentrates on technology, healthcare, and consumer sectors.
Eric A
Series 65
Boca Raton, FL
Maytech Global Investments
Eric Anderson is a financial advisor with MayTech Global Investments and holds a Series 65 designation. He has one year of industry experience, including prior roles at Halifax West and AVARY Group. Outside of finance, Anderson has worked in education at Lynn University and several schools from 2009 to 2025. MayTech Global Investments provides discretionary portfolio management to high-net-worth individuals, family offices, and institutional investors, employing a research-intensive Global Growth strategy focused on technology-enabled, scalable businesses worldwide. The firm also sponsors the Global Innovation Fund and offers model portfolios and sub-advisory services.
John G
CFA®, Series 63
New York, NY
Maytech Global Investments
John Gross is a CFA® charterholder with 19 years of industry experience. He is currently a financial advisor at MayTech Global Investments, where he has worked since 2024. Prior to joining MayTech, he spent 13 years at Polen Capital Management and BNY Mellon Distributors LLC. MayTech Global Investments provides discretionary portfolio management to high-net-worth individuals, family offices, and institutional investors, along with model portfolios and sub-advisory services. The firm employs a research-intensive Global Growth strategy focused on technology-enabled, scalable businesses across global markets.
Walter K
Series 63, Series 65
New York, NY
Maytech Global Investments
Walter Kelley is a financial advisor at Maytech Global Investments with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked 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 provides discretionary portfolio management to high-net-worth individuals, family offices, and institutional investors, employing a research-intensive Global Growth strategy focused on technology-enabled, scalable businesses worldwide. The firm also sponsors the Global Innovation Fund and offers model portfolios and sub-advisory services to institutional clients.