Max is an advisor 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.
- Wealth Management Intern at UBS Financial Services
Education & Credentials
- BBA, University of Wisconsin – Madison, Finance, Wealth Management and Financial Planning
- 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.