Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Maxwell Hines

Nashville

Summary

Finance professional with experience co-managing an $80B fixed income book at a leading global asset management firm. Proven ability to cultivate and maintain multi-billion dollar relationships with key financial decision-makers by providing expert consultation and developing custom data-driven solutions. Eager to leverage a deep understanding of financial products and a passion for the crypto ecosystem to drive new business and build lasting partnerships.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Associate Portfolio Manager

Alliance Bernstein
02.2024 - Current
  • Co-manage an $80B AUM portfolio of SMA accounts, serving as key product expert and point of contact for high-net-worth Financial Advisors
  • Cultivate relationships with advisors managing multi-million dollar books, leading to consistent weekly asset inflows of ~$200M
  • Selected by leadership to spearhead a strategic $3B client relationship, demonstrating trust in high-stakes partnership management
  • Engineered custom “report card” data solutions for 1,000+ accounts, providing actionable insights for strategic portfolio decisions
  • Key contributor to development, testing, and launch of proprietary portfolio management system, enhancing automation and efficiency

Proprietary Trader (Remote)

Top Tier Traders, FTMO, Apex
10.2021 - 02.2024
  • Executed active trade management for long/short positions across US/Euro market index futures, crypto, FX currencies, and commodities
  • Achieved greater than 10% returns in multiple months through disciplined risk management and strategic positioning
  • Developed and implemented algorithms to identify real-time mathematical indicators for optimal trade execution
  • Successfully managed multiple accounts within strict, non-negotiable risk management parameters

Financial Advisor

CAP Partners
08.2020 - 10.2021
  • Served as Investment Committee member, co-managing a portfolio of over $120 million in client assets
  • Developed tailored financial plans by assessing client assets, expenses, and long-term investment objectives
  • Provided professional recommendations on investment opportunities and services based on individual client needs

Education

Bachelor of Business Administration -

Belmont University
Nashville, TN
05.2016

Skills

  • Core Skills: Relationship Management, Client Consultation, Data Analysis, Custom Solution Development, Financial Analysis, Risk Management
  • Software & Technical: Python, SQL, Microsoft Office
  • Crypto: DeFi Strategies, Dune Analytics, Crypto Market Analysis

Certification

  • FINRA Series 65
  • Intermediate Python for Finance
  • Python For Finance: Investment Fundamentals & Data Analytics

Timeline

Associate Portfolio Manager

Alliance Bernstein
02.2024 - Current

Proprietary Trader (Remote)

Top Tier Traders, FTMO, Apex
10.2021 - 02.2024

Financial Advisor

CAP Partners
08.2020 - 10.2021

Bachelor of Business Administration -

Belmont University

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Maxwell Hines