Prior to joining Moneta, Max was an Associate at Personal Capital, a digital wealth manager based out of Denver, where he lived for 3 years. Looking to build deeper relationships with his clients, Max came to Moneta for the level of quality and scale that the firm provides. He enjoys helping clients achieve their financial goals while allowing them to enjoy what they are truly passionate about.
Originally from Carbondale, Illinois, Max moved to St. Louis to be closer to family and friends and return to his Midwestern roots. Outside of Moneta, Max enjoys recreational sports, reading and live music. He has a twin brother that works in financial services as well.
- MBA, Southern Illinois University
- Series 65