Max joined HB Wealth as an Investment Research Analyst in October 2023. His focus within the
investment department is on fixed income. Before HB Wealth, Max worked as a financial analyst at
Siemens, supporting various business units in the U.S.
He earned a Bachelor of Business Administration in Economics from the University of Georgia. Max
is currently a CFA Level 3 candidate.
Max currently lives in Brookhaven and enjoys traveling, reading, and spending time with family and
friends.