Max has spent over a decade in the financial services industry, focusing on providing sophisticated investment strategies to institutional and high-net-worth individuals. As a Vice President within Product and Research at CAIS, a leading alternative investment platform, Max concentrates on evaluating strategies and helping clients allocate to alternative investments.

Prior to joining CAIS, Max served as Vice President of Business Development with AIG First Principles -- a $10B+ New York based asset manager with expertise across the fixed income spectrum, providing customized solutions to the full universe of institutional and high-net-worth investors. Prior to this role at the First Principles, Max spent several years working across the firm to drive efforts within business development, product, strategy, and portfolio management. Previously, Max spent several years as Lead Senior Client Associate for the Fixed Income team at Greenwich Associates.

He holds a Bachelor of Science in Finance from the University of Connecticut and serves as Director, Treasurer, and Chair of the Fundraising Committee for The RiseUP Group, Inc. – a non-profit organization based in Harford, CT focused on youth development and community service as well as community mural projects and creative placemaking experiences across Connecticut.