Registered REP

Born and raised In Philadelphia, PA, Max is a graduate of LaSalle college high school a four year private institution located in Wyndmoor. After high school Max attended the College in Charleston, a liberal arts university located in Charleston, SC where he earned a Bachelor of Arts degree in Economics, with a concentration in Finance. Max holds his Series 7 and 66 licenses, and is registered as an investment advisor. He has maintained current in his profession by taking continuing education classes, as well as doing daily research into the markets.

Max is a self taught private investor who has been investing since he was a teenager. “I started investing my freshman year of college mainly to avoid having to get a job waiting tables. After a few years I started to manage portfolios for my friends and family. That is when I first considered to myself that this is something I could do full time”.

His investment focus is on identifying macro-economic growth trends and the companies most likely to benefit from these macro trends. Investments are identified through fundamental analysis to determine financial suitability, and technical analysis (chart’s) to determine attractive entry and exit points.

In his spare time Max enjoys exercising; all Philadelphia area sports teams, boating, fishing, or anything around the water.

Contact Max
Fax: 856-235-0013
Toll Free: 866-892-2081