Max has more than 27 years of experience as a portfolio manager and a research analyst. He focuses on managing equity, fixed income and alternative investment strategies for portfolios of high net worth individuals and institutional clients. Prior to starting Miramar, Max was a Senior Portfolio Manager at UBS.
Max received his B.A. in international studies from the University of South Florida and his M.B.A. in finance from the University of Miami. Max is an Illinois Registered Investment Advisor Representative (RIA).
Max and his wife reside in Deerfield, IL with their two daughters.