Pre- and Post-Liquidity Planning
Business Transition Planning
Forbes Best-in-State Wealth Advisors, NY, 2019
Max is a Principal, Managing Director of The Colony Group’s Long Island office and a Senior Wealth Advisor. With over 21 years of industry experience, Max has advised many successful business owners, corporate executives (including Bermuda-based, ex-pat reinsurance execs) and women in transition, and is passionate about helping clients achieve their financial goals. He is also actively engaged in investment- and wealth-planning research, and sits on the firm’s Investment and Executive Committees.
Max has been named a Top Advisor by a division of Reuters, as one of 20 advisors in the Under 40 category in the Metro New York City region. Long Island Business News awarded him a Business & Finance Award, which recognizes financial professionals for their outstanding performance as financial stewards of Long Island’s corporations, governments, and nonprofit organizations.
He developed a comprehensive, wealth management process that provides structure and transparency for clients from their initial meetings throughout their entire relationship. View the Wealth Management Process.
As a third-generation Long Island entrepreneur, Max was the founder of Blue Water Advisors, which merged with The Colony Group in early 2018. Previously, he was an equity research analyst at firms including Credit Suisse First Boston and Deutsche Banc Alex. Brown, where he learned the inner workings of Wall Street and securities analysis.
Max attended Colgate University, earning a degree in economics, and currently serves on the Alumni Council. With a strong commitment to continued learning, Max attended the Advest Institute at Harvard and obtained a Wharton Certificate in Retirement Planning.
In his spare time, Max enjoys traveling with his family, light-tackle and saltwater fly-fishing, skiing, boating, and volunteer firefighting in his Fire Island summer community.
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