After graduating from Suffolk University with a degree in Economics, Max began his career in the financial services industry with investor relations in Los Angeles. From there, he worked with public companies and helped increase their market awareness to Wall Street investors.
In 2016, Max shifted his focus towards financial services by joining Northwestern Mutual. He excelled in handling multiple areas of operations including conducting reviews with existing clients, managing underwriting, overseeing investment operations, and putting together comprehensive analyses and recommendations.
In 2019, Max left Northwestern Mutual to join One Wealth Management where he currently runs his own practice. Max joined One Wealth Management because he believed the company shared his ideology that putting his client’s best interest first is essential for sustaining long-term relationships.
Outside work, Max enjoys spending time with friends and family with activities such as snowboarding, hiking, and traveling.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS).
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.