Focus Area
Max supports the construction, monitoring, and ongoing management of customized client portfolios across multiple asset classes. He conducts investment research and analysis, monitors portfolio positioning and performance, prepares client reports and presentations, and collaborates with Investment Officers to implement investment strategies tailored to clients’ objectives, risk tolerance, and long-term financial goals.
Experience
Prior to joining Fiduciary, Max worked as a senior analyst at Goldman Sachs in the Global Markets Risk Division, where he covered a portfolio of US hedge funds and Americas Clearinghouses, and futures products.
Community Involvement
Volunteer Youth Lacrosse Coach
Personal
Originally from Cape Elizabeth, Maine, Max spends time outside of work reading, hiking, fly fishing, and skiing. Max also enjoys being with his family in Maine.
