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Maxwell Berteletti

Associate

New Jersey
T: +1 862.926.2285 F: +1 973.597.2400 mberteletti@lowenstein.com
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Maxwell Berteletti is a member of the Corporate practice group.

His work includes corporate governance; transactions such as mergers, acquisitions, and financings; and fund formation. He also assists with matters involving structured finance, investment management, and technology transactions.

  • Represented Cerity Partners in merger with AJ Wealth Strategies LLC, a New York-based investment and wealth management firm.
  • Represented Cerity Partners in merger with ARGI Financial Group LLC, a Kentucky-based investment and wealth management firm that oversees $4.8B in assets.
  • Represented Cerity Partners in merger with Covington Capital Management, an investment and wealth management firm that manages approximately $1.9B in assets.
  • Represented Cerity Partners in merger with Round Table Services LLC, a California-based investment and wealth management firm.

Education

  • University of Connecticut School of Law (J.D. 2021); Corporate & Regulatory Compliance Certificate; Transactional Practice Certificate; associate editor, Connecticut Insurance Law Journal

    Western New England University (B.A. 2017)

Admissions

  • New Jersey
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