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Maxwell U

Maxwell U

Research Analyst at Longfellow Investment Management Co. LLC

Boston, MA , United States

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

OrganizationRoleDate RangeDetails
Longfellow Investment Management Co., LLCResearch AnalystJul 2021 to Present
Credit research and ESG integration in investment grade and high yield bond markets
Silicon Valley BankAssociateJul 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 ResearchAug 2019 to May 2020
Launched $400k+ student-run equity fund focusing on sustainable and responsible investments.
PathstoneInvestment Research InternJun 2019 to Aug 2019
Due Diligence on managers with ESG/Impact Investing strategies across asset classes.
Bay Colony Advisory Group IncWealth Management InternFeb 2019 to May 2019
BrookstoneFinance InternJun 2018 to Aug 2018
Financial analysis and data analytics for e-commerce and retail operations.
TAMID GroupPortfolio Manager and TreasurerNov 2017 to May 2019
Student organization focused on consulting and investing.
The Pasta Loft Restaurant & Event CenterServerJun 2016 to Aug 2018
Bentley Microfinance GroupLoan AnalystSep 2016 to Mar 2017
Town of Milford, NHLifeguardAug 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

Teamwork
Financial Analysis
Equity Research
Volunteering
Sustainability
Research
Athletics
Event Planning
Writing
PowerPoint
Microsoft Office
Microsoft Word
Maximizer
Leadership
Public Speaking
Time Management
Critical Thinking
Customer Service
Communication
Team Leadership
Tenacious Work Ethic

Others at Longfellow Investment Management Co. LLC (15)

NameRoleLocation
Akshay Anand
Akshay Anand
Portfolio ManagerBoston, MA , United States
B
Barbara McKenna
Managing Principal and Portfolio ManagerBoston, MA , United States
Carmen Boscia
Carmen Boscia
ESG StrategistBoston, MA , United States
D
David Stuehr
Principal, Portfolio ManagerWestwood, MA , United States
Heather Meehan
Heather Meehan
Corporate TraderMerrimack, NH , United States
M
Marcos Duque
Analyst and TraderBoston, MA , United States
R
Ryan Nelson
Principal, Portfolio ManagerBoston, MA , United States
Scott Supple
Scott Supple
Portfolio Manager and TraderWhitman, MA , United States
Alan Li
Alan Li
Securitized TraderPhiladelphia, PA , United States
Austin M. Kairnes
Austin M. Kairnes
Portfolio ManagerEast Greenwich, RI , United States
Showing 1-10 of 15 team members

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