Max is an Associate, Investment Analyst at Cresset. In this role, he supports his team with portfolio allocation and implementation. He is also actively engaged in client service and relationship management, providing tailored support to help clients achieve their financial objectives.
Before joining Cresset, Max served as a Private Wealth Management Financial Analyst at Goldman Sachs, where he also focused on portfolio construction, analysis, and implementation. During his tenure, he developed a strong foundation in client service and investment execution.
Max earned his Bachelor of Science in Business Administration from Northeastern University, with concentrations in finance and management.