Maxwell Bodette, CFA, CFP, is a seasoned digital product manager specializing in wealth management, with a strong background in designing innovative solutions that enhance business value. Currently serving as a Consulting Manager at EY, Maxwell has previously held roles including Portfolio Manager at Huber Financial Advisors and Lead Portfolio Specialist at BDF LLC, where they focused on investment strategies and process improvements. With a Bachelor of Science in Personal Finance from the University of Wisconsin-Madison, along with additional certifications in CFA, CFP, and SAFe Agile POPM, Maxwell excels at bridging the gap between technical teams and business stakeholders. Their extensive experience includes developing financial strategies and maintaining IT infrastructure to improve client experiences.
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