Maxwell Jones, CFA

Max brings over five years of investment banking and capital markets experience to the Riverview Trust team. In his prior role, Max managed capital raising transactions for a wide variety of emerging market clients, including corporates, project developers, and fund managers. In this capacity he also supervised a team of Associates and Analysts in developing complex pro forma financial models and investment memoranda for clients and potential capital providers.

Max earned his master’s degree in international economics from Johns Hopkins University and his bachelor’s degree in international affairs from Lafayette College. He is also a CFA charterholder and has both Series 7 and Series 63 FINRA licenses.

Outside of the office, Max is an amateur birdwatcher and an avid baseball fan. Originally from the Northeast, he now lives in Portland with his wife, cat, and dog and is excited to explore the beautiful Pacific Northwest.