Two more ex-Merrill advisors launch independent boutique firm

September 14, 2016 by Fund Pro Latin America

The principals of the newly launched Coral Gables-based Maximai Investment Partners were said to run client books worth a combined USD 550 million.

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Filed Under: News and Trends, Private, Region Tagged With: Deals, Dynasty Financial Partners, Elizabeth (Lisa) van Walleghem, Financial Advisors, HNWI, MAXIMAI Investment Partners, Merrill Lynch, off shore, Thomas J. (Jim) Butler III, wealth management