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Craig Maxwell

Craig Maxwell

Senior Vice President, Regional Director - Advisory Distribution at Aristotle Capital Boston, LLC

Atlanta, GA , United States

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

OrganizationRoleDate RangeDetails
Aristotle Capital Management, LLCSenior Vice President, Regional Director - Advisory DistributionSep 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 PartnersDirector of Marketing and Client ServiceAug 2012 to Aug 2017
Responsible for marketing and sales of investment strategies for institutional and high net worth clients via financial intermediaries.
Franklin Templeton InvestmentsVice PresidentMay 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 SecuritiesAssistant Vice-President, Managed Money CoordinatorJan 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

Financial Analysis
Research
Project Management
Management
Digital Marketing
Competitive Analysis
Reinsurance
Credit
Management Consulting

Others at Aristotle Capital Boston, LLC (39)

NameRoleLocation
Alberto Jimenez Crespo
Alberto Jimenez Crespo
Principal : Portfolio Manager - GlobalLos Angeles, CA , United States
David Harris
David Harris
Senior Vice PresidentCumming, GA , United States
E
Edward Rozell
Senior Vice President Institutional ServicesLos Angeles, CA , United States
Elsy Collins
Elsy Collins
Senior Vice President, Data ManagementLos Angeles, CA , United States
Gregory Schroer
Gregory Schroer
Senior Vice President, Advisory DistributionChicago, IL , United States
Greg Padilla
Greg Padilla
Principal, Portfolio ManagerLos Angeles, CA , United States
James Birdwell
James Birdwell
Principal, Managing Director, Portfolio ManagerLos Angeles, CA , United States
John Brueggemann
John Brueggemann
High Yield Portfolio Manager, Senior Credit Research AnalystHermosa Beach, CA , United States
J
John Manley
Principal, Managing Director- Institutional ServicesBoston, MA , United States
John Quan
John Quan
Managing Director and Chief Technology OfficerLos Angeles, CA , United States
Showing 1-10 of 39 team members