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About
Maxwell U is a Research Analyst at Longfellow Investment Management Co., LLC based in Boston, MA, where he is responsible for conducting fundamental credit research and investment analysis across fixed-income asset classes. In his current role, he focuses on evaluating corporate and government debt securities, offering insight into sectors such as investment-grade credit, high yield, and structured products.
Prior to joining Longfellow in 2021, Maxwell developed expertise in financial services as an Associate at Silicon Valley Bank, where he supported credit analysis and risk assessment for venture-backed companies. He also served as Vice President of ESG Research at the Bentley Sustainable Investment Group, reflecting a strong interest in sustainable finance and environmental, social, and governance criteria within portfolio management.
Maxwell holds a Master of Science in Finance and a Bachelor of Science in Finance with a concentration in Capital Markets from Bentley University. He also pursued business studies at Corvinus University of Budapest and graduated with distinction from Milford High School. His background demonstrates a commitment to advancing research-driven investment strategies, particularly in fixed income and ESG integration.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Longfellow Investment Management Co., LLC | Research Analyst | Jul 2021 to Present | Credit research and ESG integration in investment grade and high yield bond markets |
| Silicon Valley Bank | Associate | Jul 2020 to Jun 2021 | Supported Global Fund Banking team with underwriting and portfolio management across venture capital and private equity fund lending practice. |
| Bentley Sustainable Investment Group | VP of ESG Research | Aug 2019 to May 2020 | Launched $400k+ student-run equity fund focusing on sustainable and responsible investments. |
| Pathstone | Investment Research Intern | Jun 2019 to Aug 2019 | Due Diligence on managers with ESG/Impact Investing strategies across asset classes. |
| Bay Colony Advisory Group Inc | Wealth Management Intern | Feb 2019 to May 2019 | — |
| Brookstone | Finance Intern | Jun 2018 to Aug 2018 | Financial analysis and data analytics for e-commerce and retail operations. |
| TAMID Group | Portfolio Manager and Treasurer | Nov 2017 to May 2019 | Student organization focused on consulting and investing. |
| The Pasta Loft Restaurant & Event Center | Server | Jun 2016 to Aug 2018 | — |
| Bentley Microfinance Group | Loan Analyst | Sep 2016 to Mar 2017 | — |
| Town of Milford, NH | Lifeguard | Aug 2013 to Aug 2015 | — |
Education
Bentley University - McCallum Graduate School of Business
Masters of Science, Finance
2019 — 2020
Bentley University
Bachelor's of Science, Finance - Capital Markets
2016 — 2020
Corvinus University of Budapest
Business Studies, Business Administration and Management, General
2018 — 2018
Milford High School
General Studies, 4.3 GPA
2012 — 2016
Skills & Expertise
Others at Longfellow Investment Management Co. LLC (15)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Boston, MA , United States | |
B Barbara McKenna | Managing Principal and Portfolio Manager | Boston, MA , United States |
| ESG Strategist | Boston, MA , United States | |
D David Stuehr | Principal, Portfolio Manager | Westwood, MA , United States |
| Corporate Trader | Merrimack, NH , United States | |
M Marcos Duque | Analyst and Trader | Boston, MA , United States |
R Ryan Nelson | Principal, Portfolio Manager | Boston, MA , United States |
| Portfolio Manager and Trader | Whitman, MA , United States | |
| Securitized Trader | Philadelphia, PA , United States | |
| Portfolio Manager | East Greenwich, RI , United States |
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