Max serves as an Investment Operations Analyst at New Century Advisors with responsibilities for overseeing trade confirmation, settlement, and portfolio reconciliation. Prior to joining NCA in 2024, he was Operations Associate at Hollis Park, specializing in fixed income structured products, where he managed trade allocations, daily settlements, and account reconciliation. Max began his career at Morgan Stanley, managing daily equity swaps trade allocations for diverse clients.

Max earned a B.S. in Agricultural Economics from the University of Maryland, College Park (UMD). He has over 5 years of investment operations experience.