Senior Associate412-261-3333 x407
Series 7 license*
Max began working at HB Retirement in 2008. He joined the company after working in wealth management for several years. His area of experience includes wealth management client services and compliance. He studied finance and investment management at Duquesne University. Max is married with three sons. He enjoys watching his boys play travel baseball, basketball and track.
*Max holds the Series 7 securities registration with LPL Financial.