Opportunity Zones: Tax-Advantaged Investments to Bring Capital to Disadvantaged Communities
The Tax Cuts and Jobs Act of 2017 created a new tax-preferred opportunity that seeks…
Max joined the firm in 2015 through the acquisition of Highline Wealth Management. In his role as an advisor, Max delivers customized financial solutions to high net worth clients and select institutions. Max also plays an instrumental role in the business development efforts of the firm. He finds it particularly rewarding to work with charitably inclined families as well as individuals that represent the second generation of family owned and operated businesses.
Outside of his professional work, Max is equally dedicated to his growing family and giving back to the local community. Max and his wife Tai reside in Rockville with their two young children, Ella and Julian, and two dogs. During Max’s limited free time, he acts as the Executive Director of Beat the Streets D.C., a non-profit serving at-risk youth by exposing them to the sport of wrestling.
Previous Experience
- Associate at Highline Wealth Management
- Investment Management Associate at Convergent Wealth Advisors
- Investment Consultant at The Meltzer Group
- Registered Client Associate at Merrill Lynch Private Banking and Investment Group
- Sales Assistant at Lehman Brothers
Education & Credentials
- Harvard College, Concentration in Sociology
- Certified Financial Planner™
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to 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.
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