Charlie Maxwell
Chairman at Cresset Capital Management LLC
Profile
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.
Charlie Maxwell active positions
Companies | Position | Start |
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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. | Chairman | - |
Former positions of Charlie Maxwell
Companies | Position | End |
---|---|---|
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. | Chief Executive Officer | 24/05/2022 |
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. | Founder | 30/12/2002 |
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. | Director/Board Member | - |
Training of Charlie Maxwell
University of Iowa | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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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 |
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 |
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 |
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 |
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