About
Max has more than 35 years of experience as a portfolio manager and a research analyst. He focuses on managing equity and fixed income strategies for high-net-worth individuals and institutional clients. Through custom portfolio construction, ongoing monitoring, and a disciplined investment approach, Max helps clients navigate changing market conditions while keeping their unique needs at the center of every decision.
Max has held senior roles as a Portfolio Manager at UBS, Merril Lynch, and LaSalle National Bank, and has been working with clients for decades, providing personalized advice that draws on long-term knowledge and understanding of his clients’ circumstances and goals.
Education
- BA, International Studies, University of South Florida
- MBA, Finance, University of Miami
Current Clients
Contact me via email or my team at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation