Max is an Investment Associate at Strategic Retirement Partners, where he conducts investment due diligence, portfolio analysis, and market research to support retirement plan sponsors. He evaluates 401(k) investment lineups, monitors fund performance, and assesses risk-adjusted returns to help clients make informed fiduciary decisions. By leveraging analytical tools and financial models, he provides fund selection guidance, asset allocation recommendations, and benchmarking insights to ensure optimal plan performance.

Prior to joining Strategic Retirement Partners, he was an Asset Management Analyst at PNC Bank, where he gained experience in portfolio construction, investment strategy, and market research across multiple asset classes.

Max attended Brandeis University where he studied Business and Economics, was a member of the investment club, and the Brandeis men’s soccer team.