Cfp® Max Rosenthal

Max Rosenthal, CFP®, currently serves as a Wealth Manager at Everhart Advisors, a position held since February 2019. Prior experience includes working as a Financial Planning Analyst at Ameriprise Financial Services, where responsibilities were associated with Minneapolis Wealth Advisors, from September 2017 to February 2019. Additionally, Max was a NCAA Division 1 Student-Athlete in Men's Golf at The Ohio State University from August 2012 to May 2017 and gained practical experience as a Caddie at Interlachen Country Club during summer breaks from college. A Financial Planning Intern at Meristem Family Wealth in the summer of 2015 provided exposure to a Family Wealth Management firm. Max earned a Specialized Master in Finance from The Ohio State University Fisher College of Business in 2016-2017 and previously completed a degree in Consumer and Family Financial Services with a Business Minor at The Ohio State University.