Client Service Associate
Max is primarily responsible for supporting the wealth management team. What drew Max to Crestwood was “the team focused approach which allows Crestwood to provide personalized Wealth Management services to meet each client’s unique financial needs.”
Prior to joining Crestwood, Max was a Senior Associate at State Street Corporation in Boston, MA.
Max graduated from Boston College with a BA in Economics and currently resides in Cambridge. Max is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and can be reached at email@example.com.