Max Joined The JKL Group in 2025 following a yearlong internship with Baird’s Investment Solutions Team.
Max graduated from the University of Wisconsin - Milwaukee in 2025 with a degree in Finance and a certificate in Investment Management. While Studying at UWM, Max was an active member of the Student Investment Club and Delta-Sigma-Pi. He was also apart of the winning team for the 2025 Undergraduate Business Ethics Case Competition.
Currently Max is working to obtain his regulatory licenses, SIE, Series 7, and 66.
Max currently resides in Milwaukee. In his free time, he enjoys fishing, golfing and playing cards with friends and family.