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Keith Maxey

Head of Estate Planning Strategies Group Financial Planning Analysts, Executive Director

Keith Maxey is a seasoned financial executive with over thirty years of experience in capital funding, specializing in ultra high net worth planning and wealth strategy. They have a deep expertise in the private treaty liquidation of non-performing assets across various sectors, particularly within the furniture and home goods industries, collaborating with over 100 manufacturers and distributors globally. Maxey's experience includes roles at Kaplan Test Prep, Citi, and Morgan Stanley, where they progressed to significant positions such as Executive Director of the Estate Planning Strategies Group. They provide capital funding for clients through private negotiations and offer professional guardianship and conservatorship services.

Location

New York, United States

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