Flourish
Max Baker is a finance professional with experience in client support, sales trading, and client relations. Currently working at Flourish since 2024, Max has previously held positions at CLSA as a Sales Trader and at Tradeweb in Client Relations. Earlier experience includes summer internships at DLL and Premier Dental Products Company, along with a role as a Camp Counselor at Trail's End Camp from 2016 to 2018. Max holds a Bachelor of Science in Finance from Indiana University - Kelley School of Business, complemented by a study abroad program at Istituto Lorenzo de' Medici. Education includes a high school diploma from Plymouth-Whitemarsh Senior High School.
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Flourish
Since 2017, Flourish has been on a mission to help advisors better serve clients and improve outcomes by delivering innovative, delightful, RIA-centric solutions for every aspect of clients’ financial lives. Through innovative technology, we give advisors access to new horizons, bringing additional options to the client portfolio and expanding advisors’ potential. Our efforts have resulted in partnerships with over 800 RIAs representing more than $1.5 trillion in assets under management. Flourish is wholly-owned by MassMutual. For more information, visit www.flourish.com.