Print this article
Former Merrill Lynch Employees Launch New Firm Through Dynasty
Eliane Chavagnon
14 September 2016
Financial advisors Elizabeth van Walleghem and Thomas Butler have left Merrill Lynch and are partnering with Dynasty Financial Partners to launch a new firm called MAXIMAI Investment Partners. Based in Coral Gables, FL, MAXIMAI Investment Partners is an independent boutique investment advisory firm for ultra high net worth entrepreneurs and families globally. Alejandro Behrens, Daniella Viete, and Ana Bueso are also joining MAXIMAI from Merrill Lynch’s Miami LatAm complex. MAXIMAI will use portions of Dynasty’s investment platform and marketing solutions, as well as Fidelity Institutional Wealth Services to custody advisory assets, Addepar for client performance reporting, and Dynasty’s customized version of Salesforce as their CRM.