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.
- Portfolio Advisor at Merrill Lynch
- Financial Solutions Advisor at Merrill Lynch
Education & Credentials
- BS, James Madison University, Finance & Marketing
- Certified Financial Planner™ (CFP®)
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.