Our Team

Our staff is awesome. No really, all of our employees are background checked, insured, and trained in our proprietary Maxwell Solution Process.
Ann McGrath

Ann McGrath

Principal

As a Principal at Maxwell, Ann brings over 15 years of experience advising companies on risk management issues. She is focused on Maxwell’s operations, including human resources, workflow and client satisfaction. In this capacity, Ann has been instrumental in implementing new policies and procedures at Maxwell in order to improve its security and compliance processes.

Ann’s prior experience includes legal practice as a civil litigator in California focused on regulatory and employment matters. Before moving to the private sector, Ann worked as a prosecutor for the San Diego and Los Angeles district attorneys’ offices. She earned a B.A. in English from UCLA and a J.D. from Loyola Law School and subsequently became licensed to practice in California, Connecticut, and New York.

Outside of Maxwell, Ann is involved in charitable work in the Bay Area and beyond. She serves as a Board Member for the Western Association of the Order of Malta. In addition, in Marin where she and her husband, Matthew, and two sons live she serves the local community such as St. Anselm School and Parish and the St. Vincent de Paul Dining Room through leadership positions and hands on service.

Chris Livermore

Chris Livermore

Principal

Chris brings more than 20 years of experience in corporate finance and technology to his role as Principal at Maxwell.  His most recent experience at Redwood Trust started with responsibilities in corporate finance, forecasting, planning and analysis along with quarterly SEC and investor reporting and led to a leadership role in the execution of a technology roadmap and management of the Technology group including business intelligence, application development, Sarbanes-Oxley compliance and infrastructure management.

Previous experience includes over ten years with First Data Corp with a financial leadership role within the CFO organization with oversight over a number of products, supporting the Finance team along with divisional presidents and product managers.  Chris received a B.A. in Accounting from Golden Gate University in San Francisco.

Aside from raising his four daughters, Chris is heavily involved in his community with leadership roles in charitable foundations, heading local sports clubs, and sitting on community financial committees and local school boards.

Matthew C. McGrath

Matthew C. McGrath

Board Member

Matthew has approximately 20 years of experience advising individuals, families and businesses in the areas of finance, taxation, investment banking and wealth management.  He is a Managing Director with Capital One Commercial Banking (a division acquired from GE Capital) where he finances leveraged buyouts for private equity funds.  Previously he held senior roles in wealth management and investment banking with Fort Point Capital Partners, Goldman Sachs, JPMorgan and Wachovia Securities (now Wells Fargo Securities).

Matthew began his career as an attorney, focused on tax and securities matters.  He received his undergraduate degree from Cornell University and his law degree from Loyola Law School.  He is a Chartered Financial Analyst (CFA) charterholder and is a member of the CFA Institute.

In addition to serving on the Maxwell Money Board of Directors, he is Chair of the St. Anselm Parish Finance Council and is a member of the Board of Regents of Hanna Boys Center in Sonoma, where he serves on the Audit Committee.

Jodi Bente

Jodi Bente

Controller

Nicole Maguire

Nicole Maguire

Onboarding Manager

Jean Nelson

Jean Nelson

Special Support

Krissy Peters

Krissy Peters

Special Support

Linda Smith

Linda Smith

Client Advisor

Rashell Evans

Rashell Evans

Client Advisor

Karen Baggiani

Karen Baggiani

Client Advisor

Karen Leslie

Karen Leslie

Client Advisor

Patti Hedges

Patti Hedges

Client Advisor

Teri Sirico

Teri Sirico

Senior Client Advisor

Helen Ke

Helen Ke

Client Support

Jimisha Shah

Jimisha Shah

Client Support

Yorick Aguilar

Yorick Aguilar

Client Support

Rachel Crain

Rachel Crain

Client Support

Melissa Jones

Melissa Jones

Client Advisor

Client Support

Calvin

Calvin

Chief Barketing Officer