Charlie Maxwell
Président chez Cresset Capital Management LLC
Profil
Charles Joseph Maxwell is the founder of Meristem Family Wealth LLC, founded in 2003, where he held the titles of Chairman & Chief Executive Officer until 2022, and Advisors Financial Services LLC, founded in 1999, where he held the title of Chief Executive Officer for a brief period in 2002.
Currently, he is Co-Chairman at Cresset Capital Management LLC.
In the past, he worked as a Director at Children's Health Care and as an Advisor at Lincoln Financial Group Foundation from 1986 to 1998.
Mr. Maxwell received his undergraduate degree from the University of Iowa in 1986.
Postes actifs de Charlie Maxwell
| Sociétés | Poste | Début |
|---|---|---|
Cresset Capital Management LLC
 Cresset Capital Management LLC Investment ManagersFinance Cresset Capital Management LLC provides reinvent wealth management services. It offers suite of family office services, investment advisory, planning, and other services. The company was founded by Eric Becker and Avy Stein and is headquartered in Chicago, IL. | Président | - |
Anciens postes connus de Charlie Maxwell
| Sociétés | Poste | Fin |
|---|---|---|
Meristem Family Wealth LLC
 Meristem Family Wealth LLC Investment ManagersFinance Meristem Family Wealth LLC is an independent wealth management firm and registered investment advisor headquartered in Minnetonka, Minnesota. The firm was founded by Charlie Maxwell and Bob Westenberg in 2003. Meristem Family Wealth provides investment management services to individuals and families and their related family partnerships, trusts, estates, charitable organizations, corporations and other business entities. | Directeur Général | 25/05/2022 |
Advisors Financial Services LLC
 Advisors Financial Services LLC Investment ManagersFinance Part of Chaffee & Westenberg Cos LLP, Advisors Financial Services LLC provides wealth management and investment advisory services. The company is based in Minnetonka, MN. The company was founded by Charles Joseph Maxwell. Advisors Financial Services was acquired by Chaffee & Westenberg Cos LLP on September 22, 2003. | Fondateur | 31/12/2002 |
Lincoln Financial Group Foundation
 Lincoln Financial Group Foundation Miscellaneous Commercial ServicesCommercial Services The Lincoln Financial Group Foundation operates as a nonprofit organization. The private company is based in Fort Wayne, IN. | Corporate Officer/Principal | - |
Children's Health Care
 Children's Health Care Hospital/Nursing ManagementHealth Services Children's Health Care engages in the operation of a children's hospital. It offers emergency and trauma care, primary care, surgery, walk-in ready care, specialty care and departments, family services, and education materials. The company was founded in 1924 and is headquartered in Minneapolis, MN. | Directeur/Membre du Conseil | - |
Formation de Charlie Maxwell
| University of Iowa | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Meristem Family Wealth LLC
Meristem Family Wealth LLC Investment ManagersFinance Meristem Family Wealth LLC is an independent wealth management firm and registered investment advisor headquartered in Minnetonka, Minnesota. The firm was founded by Charlie Maxwell and Bob Westenberg in 2003. Meristem Family Wealth provides investment management services to individuals and families and their related family partnerships, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
Advisors Financial Services LLC
Advisors Financial Services LLC Investment ManagersFinance Part of Chaffee & Westenberg Cos LLP, Advisors Financial Services LLC provides wealth management and investment advisory services. The company is based in Minnetonka, MN. The company was founded by Charles Joseph Maxwell. Advisors Financial Services was acquired by Chaffee & Westenberg Cos LLP on September 22, 2003. | Finance |
Children's Health Care
Children's Health Care Hospital/Nursing ManagementHealth Services Children's Health Care engages in the operation of a children's hospital. It offers emergency and trauma care, primary care, surgery, walk-in ready care, specialty care and departments, family services, and education materials. The company was founded in 1924 and is headquartered in Minneapolis, MN. | Health Services |
Lincoln Financial Group Foundation
Lincoln Financial Group Foundation Miscellaneous Commercial ServicesCommercial Services The Lincoln Financial Group Foundation operates as a nonprofit organization. The private company is based in Fort Wayne, IN. | Commercial Services |
Cresset Capital Management LLC
Cresset Capital Management LLC Investment ManagersFinance Cresset Capital Management LLC provides reinvent wealth management services. It offers suite of family office services, investment advisory, planning, and other services. The company was founded by Eric Becker and Avy Stein and is headquartered in Chicago, IL. | Finance |