April 21, 2026
Max Haspel Named a 2026 Top Banking and Finance Influencer by Long Island Business News
We are proud to announce that Max Haspel, CEPA®, President of Business Owner Services & Senior Wealth Advisor, has been recognized by Long Island Business News as a 2026 Top Banking & Finance Influencer.
With more than 25 years of experience, Max, and his team, help entrepreneurs optimize business exits, manage liquified wealth, and plan multigenerational transfers so owners and their families are well positioned to thrive in the next chapter.
Max has founded and exited operating businesses and brings both entrepreneurial and advisory experience to his clients. He is the coauthor of Personal Financial Planning for Executives and Entrepreneurs and actively serves in civic and alumni organizations.
This recognition celebrates Max’s leadership and impact within the Long Island financial community. Read the full list of 2026 Influencers here.
Long Island Business News 2026 Top Banking and Finance Influencers was released in April 2026 for data as 12/31/2025. The Long Island Influencer list is based on the recommendation of the Long Island Business News reader’s submissions. Final decisions of the recipients were made by the Long Island Business News editorial leadership team. Long Island Business News looks to spotlight people who play an outsized role in the culture, lifestyle, civic conversations, and economic fortunes of Long Island. No compensation was paid for consideration or promotion of the award. For more information regarding the methodology used, click here.