Dynasty Financial Partners with Former Merrill Lynch Advisors

September 16, 2016

On September 14, 2016, Dynasty Financial Partners announced that they will partner with former Merrill Lynch financial advisors Elizabeth van Walleghem and Thomas Butler to launch a new boutique firm, MAXIMAI Investment Partners.

MAXIMAI Investment Partners (“MAXIMAI”) will be based in Coral Gables, Florida and focus on ultra-high net worth entrepreneurs and families globally. MAXIMAI will utilize portions of the investment platform and marketing solutions of Dynasty Financial Partners (“Dynasty”), as well as some of Dynasty’s other services, including Fidelity Institutional Wealth Services to custody advisory assets, Addepar for client performance reporting, and Dynasty’s customized version of Salesforce as their customer relationship management.

To read the press release: please click here.


Investment Manager Strategic Investments, Transactions