About
Max
Max works alongside Senior Advisors and the Focus Partners team to support portfolio management and financial planning for families and high net worth individuals. He is passionate about financial markets, portfolio construction, and building long-term relationships with clients.
Outside of work, Max enjoys spending time with family, golfing, and staying active.
Education and Professional Milestones
-Marist College – bachelor’s degree in finance.
Max works alongside Senior Advisors and the Focus Partners team to support portfolio management and financial planning for families and high net worth individuals. He is passionate about financial markets, portfolio construction, and building long-term relationships with clients.
Outside of work, Max enjoys spending time with family, golfing, and staying active.
Education and Professional Milestones
-Marist College – bachelor’s degree in finance.