Maxwell Grimard, CFA

Maxwell Grimard, CFA, has worked in various financial roles, starting as a Financial Examiner/Analyst at the State of Florida - Office the Chief Financial Officer. Maxwell then transitioned to the private sector, working as a Corporate Credit Analyst and Acquisitions Analyst at Raymond James Financial, Inc. Later, Maxwell joined CBRE as a Financial Analyst before moving on to Evercore Wealth Management, LLC, where Maxwell currently serves as a Director. Grimard holds a Bachelor's of Science in Business Administration, Finance, from the University of Florida.