Our Team

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.

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.