Max is an Associate Advisor specializing in catering to the unique needs of high-net-worth clientele at our firm. With 7 years of experience in the financial industry, including a notable tenure at BlackRock focusing on providing customized investment solutions for offshore clients, Max brings a wealth of expertise to his role. His background in business development and portfolio analysis equips him to guide clients through complex financial decisions and construct investment plans designed to preserve and grow wealth effectively.
Max is particularly attuned to the needs of the next generation of investors, fostering meaningful relationships with clients and their families. He not only provides invaluable financial guidance but also assists in implementing wealth transfer strategies to ensure a seamless transition of assets to future generations.
Max holds a Bachelor of Science in Economics and Finance from Southern Methodist University. Max resides in Miami, Florida with his wife Sofia and daughters Madeleine and Sylvie. He is actively involved in community welfare, serving on the board of The Centro Mater Foundation, which supports childcare and after-school programs for economically disadvantaged families in South Florida.