Maxwell G.

Maxwell G. has a diverse work experience, starting with their role at Protail Detailing, a company they co-founded in 2015. There, they researched market entry strategies, analyzed market opportunities, and implemented differentiated operating processes. With their effort, the company generated over $35,000 in revenue. In 2019, they worked as a Financial Assistant in the Division of Engineering Research at Michigan State University. Maxwell'sresponsibilities included invoicing seminar materials, processing research grant proposals, and creating data-driven financial process maps. In 2020, they interned as an Institutional Investment Consulting Intern at Plante Moran, where they collaborated with teams and performed tasks such as constructing share class analysis reports and analyzing investment fund performance. Currently, Maxwell is employed at CAPTRUST, where they have held two roles. As an Institutional Client Management Associate, they provided clients with top-of-industry service and assisted with retirement plan conversions. In their current role as an Institutional Client Management Associate II, they continue to provide exceptional service and builds relationships with third-party administrators.

Maxwell G. obtained their Bachelor's degree in Honors Finance from Michigan State University - Eli Broad College of Business from 2017 to 2021. During the same period, they also pursued a minor in Entrepreneurship/Innovation at Michigan State University. In 2020, Maxwell participated in an educational program abroad at Tel Aviv University - Coller School of Management. Additionally, they were enrolled in the Michigan State University Honors College until 2021. Prior to their university education, Maxwell acquired a High School Diploma from East Ridge High School between 2013 and 2017.

Maxwell also holds the certification of Certified Plan Fiduciary Advisor (CPFA®) obtained from the National Association of Plan Advisors in December 2022.