Andrew is Maxim's Chief Investment Officer and a Senior Client Advisor. With a broad base of experience in finance and investing, he enjoys helping clients find creative solutions to complex financial problems. Andrew has lived abroad and studied international languages, culture, and business, and enjoys the diversity of our client base.
Prior to founding Maxim, Andrew was an international Equity Research Analyst for Montgomery Asset Management in San Francisco. Previously, he worked in New York as an International Equity Analyst at Donaldson, Lufkin & Jenrette (now Credit Suisse) and HSBC Securities. He began his career with PriceWaterhouseCoopers in Los Angeles. Andrew graduated cum laude from Cal Poly University, San Luis Obispo, with a degree in Finance and a minor in Spanish. He also completed a year of study at the University of Madrid in Spain. Learn more here .
