Max is a Client Services Associate and has been with the firm since December 2020. He has two years of previous experience working as a Client Services Associate for an RIA in Bethesda, MD. His responsibilities include monitoring the activity of clients’ accounts, initiating client requests, assisting with client inquiries, and maintaining an open line of communication between clients and their advisors.
Max is a Graduate of Towson University, where he received a Bachelor of Science in Economics. He currently resides in Washington, DC.
He is not registered with Royal Alliance Associates, Inc. or Cassaday & Company, Inc., and does not offer securities or investment advisory services.