As a Portfolio Manager, Max is responsible for managing entrusted assets belonging to endowments, other non-profit organizations, institutions, private families and individuals. Also, he assists clients with articulating and establishing goals, as well as in developing an appropriate overall strategy, investment policy and spending rate. Each client’s investment strategy is based on several factors and personal preferences, including their risk tolerance, time horizon, liquidity needs and specific investment goals.
Max believes in the importance of communicating clearly with clients in a concise and simple manner. For years, he has written a weekly email about the economy and market conditions. In one-to-one reviews, he helps clients monitor progress toward meaningful milestones and long-term objectives. He also delivers traditional guidance in the areas of asset allocation, return and income maximization.
Before joining the Private Bank in 2006, Max spent more than five years as a Portfolio Manager and Trust Officer at Stephenson National Bank in Wisconsin, and ten years as a Portfolio Manager at U.S. Bank in Wisconsin. He is a graduate of Oral Roberts University. Max holds the Chartered Financial Analyst® (CFA®)* designation and is a CERTIFIED FINANCIAL PLANNER™** certificant. He is a member of the CFA® Institute, the CFA® Society of San Antonio, and is a past Kiwanis President.
Max is a self-proclaimed lover of spreadsheets (for virtually any purpose) and a voracious reader. He is also a runner and former marathoner. Max and his wife, Tracy, have three adult children and one in college.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA® Institute.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.
For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank's personalized approach, as well as the resources of Bank of America, to help individuals and familieis, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies or plan future growth, our commitment is to making your goals our priotity. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus in on providing today's clients with disciplined financial strategies and a bridge across generations.