Andrew Rinaldi

Andrew Rinaldi leads Maxim Capital Group’s sales and marketing efforts across the private wealth channel, with a focus on RIAs, wealth management firms, family offices and high-net-worth investors.

Andrew spent seven years at UBS, where he and his partners were the first advisory team to join the firm’s newly created ultra-high-net-worth platform, followed by ten years in Merrill Lynch’s Private Banking and Investment Group. He and his partners ultimately left Merrill to build their own independent RIA, KORE Private Wealth, from the ground up — growing the firm to approximately $6 billion in AUM before it was later sold to Corient. Andrew’s firsthand experience vetting and allocating to Maxim’s strategies as an advisor gives him a unique perspective in his current role.

He holds a B.A. in Economics from the University of Massachusetts Amherst. Andrew also serves on the board of Athena, a digital-assets investment firm. He resides in Miami and is the father of a daughter and a son.