Max Mortellaro, CFA, currently serves as Senior Vice President at BankUnited since September 2021, following a tenure as Vice President at PNC from March 2017 to September 2021. Prior experience includes the role of Client Portfolio Manager at Community Capital Management, Inc., where Max focused on business development for institutional investors in fixed income and liquid alternative investment products. Max has also worked as an Assistant Vice President and Relationship Manager at Wells Fargo, managing large corporate customer portfolios and executing various financial transactions. Earlier roles include participation in a credit management training program and serving as a Financial Analyst supporting a diverse credit portfolio. Max began a career as an Alternative Investments Research Assistant at Jeffrey Slocum & Associates. Educational qualifications include a Bachelor of Science in Finance and Entrepreneurial Management from the University of Minnesota - Carlson School of Management.
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