Maxwell Jones
Vice President & Senior Investment Executive at Riverview Trust Company
- Role
- Vice President & Senior Investment Executive at Riverview Trust Company
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
About Maxwell Jones
Investment professional focused on empowering clients to meet their financial goals by developing tailored investment strategies and managing portfolios with a long-term focus. 5+ years of capital markets and transaction experience. Successful track record of raising $180M+ in debt and equity for international clients.Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc, a Registered Investment Adviser. Cambridge and Riverview Investment Services are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.
Experience
Vice President & Senior Investment Executive
Jul 2024 — Present · Lake Oswego, OR, US
Independently manage client investment portfolios by developing investment strategies, conducting investment research, and preparing performance reports• Provide ongoing fiduciary investment advice to client, providing personalized financial planning services to achieve financial goals• Analyze and trade equities, mutual funds, ETFs, alternative investments, and fixed income securities• Collaborate with internal and external teams to improve client onboarding process and customer experiences and streamline lead generation and marketing efforts to expand client portfolio
Education
Johns Hopkins School of Advanced International Studies (SAIS)
Master of Arts - MA, International Economics and International Development
2018 — 2020
Lafayette College
Bachelor of Arts (B.A.), International Affairs
2011 — 2015
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