Max is a Senior Advisor Associate based in the firm’s Potomac, MD office, supporting advisors in all aspects of the financial planning process and helping to manage client relationships by completing day-to-day tasks.

He joined the team from Merrill Lynch, where he spent seven years working first as a financial solutions advisor before transitioning to his role as a portfolio advisor.

A graduate of James Madison University, Max now utilizes his skills as a former college ice hockey player to coach a local youth hockey team. He is also an avid golfer, having recently started playing USGA Mid-Amateur golf in both Maryland and Virginia.

Previous Experience

  • Portfolio Advisor at Merrill Lynch
  • Financial Solutions Advisor at Merrill Lynch

Education & Credentials

  • BS, James Madison University, Finance & Marketing