Our TeamOur staff is awesome. No really, all of our employees are background checked, insured, and trained in our proprietary Maxwell Solution Process.
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.
Matthew C. McGrath
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.
Senior Client Advisor