CoverProfile

Charles Maxwell

Co-Founder, Co-Chairman

Cresset

United States, Minnesota, Minneapolis

About Me

Charlie Maxwell is Co-Founder and Co-Chairman at Cresset, and previously served as Chairman and CEO of Meristem Family Wealth, and has worked closely with ultra-high-net-worth families for more than 35 years. Charlie leverages his extensive experience in managing wealth over the past four decades to bring a historical perspective to the challenges we face today. He relishes working with families as well as assisting prospective client families in finding their fit at Cresset. An advocate for children, Charlie has served as Foundation Chair and sat on the Operations Board for Children’s Minnesota. Charlie is a past board member at Fraser and currently serves on the board for Album Health. He
View more

Profile Information

Co-Founder, Co-Chairman

Cresset

Investment Team,Operations Team

Investor

Multi-Family Office

Minneapolis

Minnesota

United States

May 15, 2024

More profiles to browse

ES
Eric Schoener
Managing Director, Family Wealth Advisor
Profile Photo
Michael Mohr
Partner, Managing Director & Wealth Advisor
MS
Maggie Shriver
Director, Private Wealth Client Service
Profile Photo
Alissa Levy
Director, Private Wealth Client Services

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
PM
Prtima MISHRA1
Software Engineer
PA TEST
NC
Najib Canaan
Chief Executive Officer
Kingswood Group
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale