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Elizabeth (Lisa) van Walleghem Rating

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Elizabeth (Lisa) van Walleghem
(786) 332-6050
Fax
(786) 332-6041
CEO

ADDRESS

2525 Ponce de Leon Boulevard Suite 300, Coral Gables, FL, 33134
Website
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LANGUAGES

English

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Last Update: January 31, 2017 02:59 PM

Last Login: February 28, 2017 04:52 PM

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Elizabeth (Lisa) van  Walleghem

Elizabeth (Lisa) van Walleghem

(28%)

Lisa is CEO and Founder of MAXIMAI Investment Partners. She leads a team of professionals committed to providing tailored solutions for global clients, as well as to business development. Lisa advises clients on generational planning and global portfolio allocation with specific emphasis on core alternative investment strategies.

She also directs the firm’s efforts to promote the involvement of next generation clients in educational seminars and internships and she fosters their integration in family wealth discussions and planning.

Lisa has been providing wealth management advice to ultra-high-net worth clients for the last 30 years. In 1992, she joined Merrill Lynch, where she spearheaded the founding of the MaximAI Wealth Management Group.

Highly qualified, Lisa has consistently achieved distinguished recognition such as her inclusion in Merrill’s prestigious Charles E. Merrill Circle of Excellence. She also earned the special designation of Private Wealth Specialist for Latin America.

Lisa is committed to her family and lives in Coral Gables, Florida, with her husband, Derek, and their son, Max. Her hobbies include boating, travel and learning about different cultures. She is an avid reader and dedicated to mentoring teens. For the past 10 years, Lisa has been a Board member of the Centro Mater Foundation, which supports five centers in South Florida that offer childcare and after-school activities.


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