Max is a Private Wealth Advisor with Private Wealth Reserve within FNBO Wealth. He has extensive experience advising ultra-high-net-worth clients, including entrepreneurs and multigenerational families. Max specializes in guiding clients through strategic and financial transitions—particularly liquidity events, business sales, mergers and acquisitions, and other exit strategies. His approach begins with a deep understanding of each client’s unique goals and complexities, partnering with the firm’s talented team and resources to craft customized strategies that align with every aspect of a client’s financial life.

Credentials

Max earned his Bachelor’s degree from the University of Colorado Boulder. He began his career in finance shortly after graduating, joining Janus Capital Group. Over the past 15 years, he has held Wealth Advisor roles at Northern Trust, UBS, and Morgan Stanley before joining FNBO Wealth.

Passions

A lifelong Colorado native, Max takes pride in his deep ties to the Boulder and Denver communities. Outside of work, he enjoys spending time with his daughters and hiking with his dog Ruby. Together, Max and his girls can often be found skiing in Vail or cheering on CU Buffs athletics. Max is passionate about financial markets, the economy—and all things film.