Max is an Investment Advisory Associate at FreeGulliver, where he focuses on wealth management client service, investment research, and portfolio strategy. Prior to FreeGulliver, Max worked as an Analyst at Red Ventures, where he led analytical research on artificial intelligence and developed models to inform high-level strategic decisions.
Outside of work, you can often find Max on the golf course, where he enjoys playing both recreationally and in tournaments. He also loves to cook and run half marathons.
Max graduated from Wake Forest University with a B.A. in Economics and a minor in Entrepreneurship.