Maxim Jostrand

Maxim Jostrand is an Alternative Investment Associate at SFMG Wealth Advisors, where he has served since October 2023. In this role, he is responsible for supporting the alternative investments team with sourcing, evaluating, and managing allocations to private markets and alternative assets, working closely with both investment managers and clients.

His coverage includes a focus on alternative investment sectors such as private equity, private credit, real estate, and other illiquid or non-traditional asset classes, providing research and due diligence that informs portfolio construction for high-net-worth individuals and institutional clients. Jostrand’s prior experience includes a summer associate position in brokerage at NewQuest Properties, where he gained exposure to commercial real estate transactions and market analysis.

Jostrand holds a Bachelor of Business Administration in Finance and a Bachelor of Arts in Great Texts of the Western Tradition from Baylor University, reflecting a blend of analytical and interdisciplinary expertise. Through his academic achievements and hands-on contributions at SFMG Wealth Advisors, Maxim is building a career at the intersection of portfolio strategy and innovative investment solutions within the alternative investments landscape.