As a Private Wealth Associate, Max is primarily responsible for daily account servicing, processing client account requests and other related operations. He works closely with Wealth Advisors to ensure client satisfaction is at the forefront of every process.
Before joining the team, Max was a high-net-worth representative for Charles Schwab. He helped establish relationships with clients and conducted and presented performance reports. Max graduated from the University of Indiana with a Bachelor of Science in public financial management. He holds the FINRA SIE, Series 7 and Series 63 licenses.
Max recently moved to Chicago from Bloomington, Indiana. During his free time, he enjoys playing golf, watching Cincinnati sports and spending time with friends and family!