Max and his partner at Morgan Stanley strive to deliver a world-class wealth management experience to a select group of individual, family and institutional clients. They utilize a comprehensive financial planning process to help ensure that they fully understand their clients' unique circumstances and assist in the development and delivery of a customized solution to help meet their needs. In doing so, they seek to provide exceptional service and maintain an enduring commitment to their clients and their multi-generational goals. Max and his wife, along with their two daughters, now reside in Fayetteville, NY and in their spare time enjoy attending Syracuse University athletic events, skiing, golfing, playing with their Golden Retreiver and visiting the family's summer home in the 1,000 Islands. 