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. 

Bob has more than 35 years of experience in financial services and previously founded two independent financial advisory firms. Having spent most of his career as a portfolio manager, Bob works with high-net-worth individuals, family offices, and organizations to create tailored investment portfolios that reflect their unique financial goals and evolving needs.