Max provides a range of due diligence and evaluations for investment opportunities, liquidity solutions and mergers and acquisitions strategies. He has assisted executive leaders, fund managers and individual investors with portfolio investments and targeted opportunities for sales and product offerings.
Before joining Griffin, Max served as Assistant Vice President in the International Private Banking division of Deutsche Bank, having previously held multiple investment roles in the organization.
Max is a CFA Charterholder.
- CFA Society of Boston
Education
- Boston University, B.S., Business Administration
Licensing
- FINRA Series 7 license
- FINRA Series 63 license
- FINRA Series 79 license
Powerful partnerships. Standout solutions.
Max provides a range of due diligence and evaluations for investment opportunities, liquidity solutions and mergers and acquisitions strategies. He has assisted executive leaders, fund managers and individual investors with portfolio investments and targeted opportunities for sales and product offerings.
Before joining Griffin, Max served as Assistant Vice President in the International Private Banking division of Deutsche Bank, having previously held multiple investment roles in the organization.
Max is a CFA Charterholder.
Affiliations
- CFA Society of Boston
Education
- Boston University, B.S., Business Administration
Licensing
- FINRA Series 7 license
- FINRA Series 63 license
- FINRA Series 79 license