Charles J. Maxwell, Jr., CFP®
Shareholder, Chairman & CEO
Exhibiting an entrepreneurial spirit his entire life, Charlie Maxwell has an innate desire to serve people. He has been successful in fulfilling that desire by advising families, establishing and building an advisory firm and leading teams in the financial services industry for over 30 years.
Charlie strives to bring a unique perspective to managing wealth and growing Meristem. Leading the multi-family office he co-founded in 2003, Charlie often reflects back on the economic challenges of the past four decades to bring a historical perspective to the challenges we face today. He relishes working with existing families as well as assisting prospective client families in finding their fit at Meristem.
Charlie takes great pride in Meristem’s philanthropic involvement. Meristem has developed a culture of giving back to the community. As an advocate for children, Charlie serves as the Chair of the Foundation at Children’s Minnesota and on the Operations Board at Children’s Minnesota.
Charlie and his wife Tara are proud parents to college-age triplets, Bennett, Cole and Grace.
Chairman & Chief Executive Officer, Partner, 2005 – present
Partner, 2003 – 2005
Advisors Financial Services
Founder & CEO, 1999 – 2003
CIGNA Financial Advisors/Lincoln Financial Group
Advisor, 1986 – 1999
University of Iowa
BA, Finance (1986)
Certified Financial Planner ® (CFP®)
Vistage Firm, Traction Firm, and Multi-Family Office Roundtable
Children’s Hospital and Clinics of Minnesota Operating Board and Treasurer Board of Directors
Children’s Hospital and Clinics of Minnesota Foundation Past Chair
Next-Gen Sponsor and YPO Twin Cities Sponsor
Family, golf, and travel