Rob Maxim

I strive to be a trusted advisor to clients by being responsive and leveraging my knowledge of complex financial instruments.

Rob provides valuations advisory services to institutional investors on financial instruments, specifically focusing on asset-backed finance. He advises a broad range of institutional investors, including private equity, private credit, banks, insurance companies, real estate investment trusts and more.

Rob leverages over 20 years of financial experience to tailor unique solutions to investors and issuers. Informed by early experiences in risk management and portfolio construction, he specializes in tailoring client finance and risk needs toward various forms of fund finance and securitization solutions, helping clients to understand the value and risk implications of alternative financial instruments available in the market.

Before joining Lincoln, Rob worked as a Managing Director at Kroll in the financial instruments and technology group. Earlier in his career, he served as the head of client communications and support at Quantal International.

Rob earned a Master of Financial Engineering from the University of California, Berkeley Haas School of Business. He additionally holds a Bachelor of Arts in economics from University of California, Irvine.