Monthly Recap – November 2024
December 6, 2024
Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a r...
As a dedicated Advisor at Moneta, Max embodies an enthusiasm for financial planning and building robust client relationships. He finds fulfillment in guiding families through intricate financial matters and values the collaborative process of finding tailored solutions. With a solid foundation in investment management, estate planning, and tax coordination, Max brings a wealth of expertise to his role.
Max graduated magna cum laude from Lindenwood University in 2019, earning a BS in Finance while actively engaging in extracurricular activities such as NCAA DII Men’s Lacrosse and the National Collegiate Honor Society. Beyond his professional commitments, Max actively contributes to the Mid-America Lacrosse Officials Association, officiating youth and high school lacrosse games.
Max immerses himself in his passions for golfing, culinary exploration, and outdoor adventures with his wife in his leisure time. Residing in the vibrant neighborhood of The Grove in St. Louis, Max is deeply committed to both personal and professional growth, consistently striving to exceed expectations in all aspects of his life.
EDUCATION
PROFESSIONAL DEVELOPMENT
Insurance Licenses listed reflect previous training on the stated lines of insurance products. Moneta is a fee-only investment adviser and does not offer any insurance products nor permit its registered persons to transact in insurance products or earn any commission payments. Insurance license history can be viewed here: https://sbs.naic.org/solar-external-lookup/ |
Dive into the latest insights from our expert team with our personal touch.
December 6, 2024
Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a r...
November 20, 2024
That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as ...
November 13, 2024
Tim Side, CFA – Investment Strategist Déjà vu? One week out from the election results and there is an ...