Max is a client service associate in the firm’s Milwaukee, WI office, and is responsible for servicing client accounts, generating reports, and supporting advisors in daily tasks. Before joining the team, Max worked as a wealth management intern for UBS Financial Services, where he assisted advisors during meetings, created client deliverables, and conducted market research to enrich the overall client experience.

While attending University of Wisconsin – Madison, Max was a member of the business school’s Wealth Management Program and served on the Academic Committee for Beta Theta Pi Fraternity. Currently residing in downtown Milwaukee, Max spends his free time with friends and family, playing golf, and following Wisconsin sports teams.

Previous Experience

  • Wealth Management Intern at UBS Financial Services

Education & Credentials

  • BBA, University of Wisconsin – Madison, Finance, Wealth Management and Financial Planning