ANDREW FISHER, CFA, CPA
President

Andrew is our President and Chief Investment Officer. Andrew enjoys significant personal rewards from helping clients to navigate global investment markets and to make wise financial decisions, drawing on his broad experience in finance and investing. He believes strongly in Maxim's role as an independent fiduciary to our clients.

Andrew has worked in international finance and investing since 1994. Prior to founding Maxim, he was Senior Portfolio Manager at Chinook Capital Management in Portland, Oregon. Andrew previously worked as an international stock research analyst at mutual fund company Montgomery Asset Management in San Francisco, as well as at HSBC Securities and Donaldson, Lufkin & Jenrette (now Credit Suisse) in New York City. He began his career as a consultant with PriceWaterhouseCoopers.

In addition to his role as wealth manager, Andrew enjoys staying involved with entrepreneurial companies through mentoring on issues ranging from corporate strategy, financial management and forecasting, capital fundraising and mergers & acquisitions. He has acted as CFO, Boardmember and fundraising / M&A advisor to numerous firms including: Octago Software, Advanced Telcom Group (ATG), Oregon Telecom, and Technocom Inc.

Andrew graduated Cum Laude from California Polytechnic University, San Luis Obispo, with a degree in Finance and a minor in Spanish. He holds the highest industry credentials including Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA), and serves on the Board of Directors of the CFA Society of Portland. Andrew has a life-long passion for international culture and languages; he is fluent in Spanish and has taken part in foreign exchange programs in Spain and Mexico. Andrew lives in Portland, Oregon with his wife and two children.

DAVID COLVIN, CPA
Senior Advisor

David is a Senior Advisor for Maxim and a specialist in tax strategies and financial planning. David is also a principal of our European affiliate, Maxim Global Wealth Management BV. His dynamic career is strongly client-centered and he enjoys working closely with people. During the last 10 years, David has focused on international tax implications for US citizens living overseas ("expatriates" or "expats").

David began his career in 1994 with Ernst & Young in Palo Alto, CA. In 1998, he moved to Amsterdam where he spent 6 years as practice leader for the US Tax Group of Ernst & Young in The Netherlands. In 2004 David established the US tax practice of TaXpat BV, an expatriate tax specialist located in Amsterdam.

David graduated Cum Laude from California Polytechnic University, San Luis Obispo, with a degree in Business Administration with a double concentration in Finance and Accounting. He is a Certified Public Accountant (CPA) and a member of the Amsterdam Chamber of Commerce and the American Business Club. David lives in Amsterdam with his German wife and Belgian dog.

JEANNIE MATZA PEDERSEN
Senior Portfolio Manager

Jeannie is a Senior Portfolio Manager as well as Manager of Operations and Compliance. She enjoys working with people and finds great satisfaction in assisting clients with achieving their personal financial goals and planning for their futures.

Jeannie has been advising clients on their investment portfolios since 1999. Prior to joining Maxim, Jeannie was a Portfolio Manager at Chinook Capital Management. Previously, she was an Investment Specialist at Charles Schwab & Co. in Portland, Oregon.

Jeannie graduated Cum Laude with a Bachelor of Arts in Financial Economics and minors in both Business and History from the University of San Francisco. She is currently studying to earn her Certification in Financial Planning (CFP). She enjoys spending time with her family and makes her home in Portland with her husband and daughter.

JIM ZAPELL
Senior Portfolio Manager

Jim is a Senior Portfolio Manager with Maxim and has been advising clients on their investment portfolios since 1984. His professional philosophy can be summarized as follows: Stick with good quality stocks, bonds, and mutual funds; invest for the long term; monitor your portfolio to assure proper asset allocation; and maintain a solid discipline that removes emotion from the decision making process.

Prior to joining Maxim, Jim spent eleven years with Charles Schwab & Co. in various capacities including Investment Consultant, Branch Manager, and Regional Trust Services Manager. Jim previously worked as a Regional Manager and VP of U.S. Bank Investment Division where he managed fixed income portfolios for individuals and institutions. Jim also worked as a financial advisor with AG Edwards, where he primarily focused on investment strategies in commodities and currencies.

Jim is a graduate of Southern Oregon University with a degree in Business Administration with a focus on marketing and economics. He lives with his wife Tracy in West Linn, Oregon and has three children and one granddaughter. He enjoys spending time outdoors appreciating the beautiful surroundings in the Great Northwest.