Max is an Investment Advisory Associate at FreeGulliver, where he works closely with the firm’s investment team to support the management of client portfolios. His responsibilities include conducting investment research, evaluating portfolio strategies, analyzing market and economic trends, and assisting with asset allocation and financial planning.

Max graduated from Wake Forest University with a degree in Economics and is currently studying for the Certified Financial Planner (CFP) certification. He is also developing his knowledge of artificial intelligence and exploring ways to incorporate new technologies into the investment and wealth management industry.

Outside of work, Max enjoys golfing, cooking, fitness, and traveling. He especially enjoys spending time with his friends and family and staying active in his free time.