Maxwell Grimard

Director, Portfolio Manager

Tampa

Max is a Director and Portfolio Manager at Evercore Wealth Management, managing investment assets for families, foundations and endowments.

Prior to joining Evercore in 2016, Max worked at Raymond James Financial in real estate banking and at CBRE in the multifamily investment capital markets platform. Earlier, he worked for the State of Florida’s Office of Financial Regulation as a bank examiner.

Max graduated from the University of Florida with a B.S. in Finance. Max is a member of the Endowment Board for St. John’s Episcopal Church & Day School in Tampa, Florida. He holds the Chartered Financial Analyst designation and currently serves as President of CFA Society Tampa Bay.