Max Klein

Max Klein is a finance professional with a Bachelor of Science degree in Finance from Ithaca College, earned in 2017. Currently serving as a Client Partnerships Associate at Axiom Investors since February 2020, Max also held the position of Marketing/Investor Services Associate at the same company. Prior experience includes working as a Client Service Associate at Palisades Hudson Financial Group LLC from June 2017 to February 2020, where responsibilities encompassed financial planning, investment management, tax preparation, and estate planning for ultra-high and high-net-worth families and individuals.