Kevin Maxwell

Kevin Maxwell is an Associate at Jordan Park Group based in Scotch Plains, NJ, where he joined the firm in August 2022 and was promoted to his current role in mid-2023. In his position, he collaborates closely with high-net-worth and ultra-high-net-worth clients, providing investment research, portfolio analysis, and tailored asset allocation strategies. His responsibilities include supporting client relationship managers and performing due diligence on a variety of investment solutions.

Kevin's expertise spans across multiple asset classes, with a focus on multi-asset portfolio construction, equities, and alternative investments. Prior to joining Jordan Park Group, Kevin was an Account Manager at Bloomberg LP, where he developed client advisory and analytics skills in financial data, which now inform his comprehensive approach to supporting sophisticated investment clients.

He holds a Bachelor's degree in Economics from Middlebury College and completed his secondary education at Scotch Plains-Fanwood High School. Kevin's background in both sell-side analytics and client advisory roles, combined with his high-touch experience servicing complex portfolios, positions him as a valued contributor in discretionary investment management and client strategy at Jordan Park Group.