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Craig Maxwell
Senior Vice President, Regional Director - Advisory Distribution at Aristotle Capital Boston, LLC
About
Craig Maxwell serves as Senior Vice President, Regional Director - Advisory Distribution at Aristotle Capital Management, based in Atlanta, Georgia. In this capacity, he is responsible for driving advisory distribution strategy and managing client relationships within the wealth management sector, primarily targeting institutional and high-net-worth clients.
Maxwell's expertise centers on distribution of actively managed investment strategies, with a focus on U.S. equity and small- to mid-capitalization equity portfolios, as offered by Aristotle Capital Boston, LLC—a specialist in these asset classes. He collaborates closely with advisory channels to deliver tailored investment solutions, supporting both wealth management and RIA partners in their portfolio construction needs.
His career spans over 25 years in investment management, including leadership positions such as Director of Marketing and Client Service at Cornerstone Investment Partners and Vice President at Franklin Templeton Investments. Maxwell holds an MBA in International Business from Fordham Graduate School of Business, a BA in Economics from Hobart College, an International MBA from International Management Institute, and is a Certified Financial Planner (CFP) via New York University, underscoring his expertise in global markets and client advisory services.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Aristotle Capital Management, LLC | Senior Vice President, Regional Director - Advisory Distribution | Sep 2017 to Present | Senior VP, Atlanta-based Regional Director for Aristotle's Advisory Channel. Representing Aristotle's investment capabilities to broker/dealer financial advisors in the Southeast. |
| Cornerstone Investment Partners | Director of Marketing and Client Service | Aug 2012 to Aug 2017 | Responsible for marketing and sales of investment strategies for institutional and high net worth clients via financial intermediaries. |
| Franklin Templeton Investments | Vice President | May 1993 to Sep 2011 | Institutional Sales & Client Relationship Management. Successful teamwork with Consultant Relations, New Business Development & Client Services to help accelerate approval of firms' strategies and cu... |
| Prudential Securities | Assistant Vice-President, Managed Money Coordinator | Jan 1988 to May 1993 | Responsible for marketing internal and external money management programs to sales force of 7,000 representatives Developed retirement plan proposals for Defined Benefit & 401(k) opportunities integra... |
Education
Fordham Graduate School of Business
MBA, International Business
1990 — 1992
Hobart College
BA, Economics
1985 — 1989
International Management Institute
International MBA, European Economic Community
New York University
CFP
Skills & Expertise
Others at Aristotle Capital Boston, LLC (39)
| Name | Role | Location |
|---|---|---|
| Principal : Portfolio Manager - Global | Los Angeles, CA , United States | |
| Senior Vice President | Cumming, GA , United States | |
E Edward Rozell | Senior Vice President Institutional Services | Los Angeles, CA , United States |
| Senior Vice President, Data Management | Los Angeles, CA , United States | |
| Senior Vice President, Advisory Distribution | Chicago, IL , United States | |
| Principal, Portfolio Manager | Los Angeles, CA , United States | |
| Principal, Managing Director, Portfolio Manager | Los Angeles, CA , United States | |
| High Yield Portfolio Manager, Senior Credit Research Analyst | Hermosa Beach, CA , United States | |
J John Manley | Principal, Managing Director- Institutional Services | Boston, MA , United States |
| Managing Director and Chief Technology Officer | Los Angeles, CA , United States |