Max joined BBR Partners in 2026 and is a Vice President of Portfolio & Wealth Advisory. Max’s responsibilities include supporting Portfolio and Wealth Advisory Directors in managing a client’s overall financial picture, including working with clients on day-to-day portfolio management issues and coordinating with external advisors.

Prior to joining BBR, Max was a Private Client Financial Advisor at Wells Fargo in NYC, where he was responsible for investment analysis and portfolio construction on a team serving high-net-worth clients. Previously, Max was a Client Relationship Manager at Stifel Nicolaus. Max is a CERTIFIED FINANCIAL PLANNER® Professional and graduated from the University of Michigan with a Bachelor of Arts degree in Economics.

Max lives in New York City. Outside of the office, Max enjoys skiing, golfing, traveling and cheering on his favorite NY sports teams.