Special Social Networking Event - Expat Night!
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Special Social Networking Event - Expat Night!

May Social: Celebrating our Cultural Diversity

5/21/2015
When: Thursday, May 21st
From 4:30pm untl 7:00pm
Where: Cigar Bar
850 Montgomery Street
San Francisco
Contact: Michael Reilly


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Details

Join us in celebrating the cultural diversity of CFASF members! Hosted by Andrew Fisher of Maxim Global Wealth Advisors, we will be raising a toast to our foreign-born members and celebrating the diverse background of CFA members worldwide. Whether you were born in a foreign country, took an exam abroad or just want to socialize with fellow members from every corner of the globe, come by for a beverage, prime networking opportunity and a chance to meet host Andrew Fisher.  Everyone is welcome. We hope to see you then!

 

Note this event will be held in lieu of the monthly social networking event.

 

Host

Andrew Fisher, CFA, CPA

President and Chief Investment Officer

Andrew Fisher is the President of Maxim Global Wealth Advisors. He leads our investment team as well as serving as a senior client advisor, where he focuses on complex wealth planning focused on cross-border issues. Andrew is recognized as one of the leading experts in advising international families – both internationally born professionals in the U.S. and American citizens and residents living abroad. He enjoys helping clients find creative solutions to complex financial problems. Andrew has lived abroad and studied international languages, culture, and business, and enjoys the diversity of his client base. He is based in our San Francisco office. 

 

Prior to founding Maxim, Andrew was an international Equity Research Analyst for Montgomery Asset Management in San Francisco. Previously, he worked in New York as an International Equity Analyst at Donaldson, Lufkin & Jenrette (now Credit Suisse) and HSBC Securities. He began his career with PriceWaterhouseCoopers in Los Angeles. 

 

Andrew graduated cum laude from Cal Poly University, San Luis Obispo, with a degree in Finance and a minor in Spanish. He also completed a year of study at the University of Madrid in Spain. He holds CFA and CPA credentials, and is a past President and board member of the CFA Society of Portland.   

 

About Maxim Global Wealth Advisors

We are an independent investment advisor to globally oriented families in the United States and abroad. Our clients are located around the world, giving us a truly global perspective on the investment landscape. We offer managed portfolios and retirement planning advice aimed at helping protect and grow wealth for generations. As a specialist in advising cross border families, our strategies are uniquely designed to align 401(k)s, IRAs and other US-based assets for a worldwide retirement future.

 

235 Montgomery Street, Suite 725 | San Francisco, CA 94104 | P: 415.814.7900 | E: info@cfa-sf.org

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