Max serves as an Associate, Investment Analyst at Cresset. In this role, he partners with Wealth Advisors and Client Service teams to prepare and deliver performance information and support personalized financial strategies across a wide range of investments. Max is committed to providing attentive service and supporting a positive client experience.
Previously, Max worked as a Reporting Analyst at Cresset, gaining hands-on experience in investment reporting, portfolio analysis, and performance measurement.
Max graduated cum laude from the Wake Forest University School of Business with a Bachelor of Science in business and enterprise management, with a concentration in new business development and a minor in entrepreneurship. Away from the office, he enjoys playing golf, skiing, and fishing.