Max Schankerman

Max Schankerman, RICP®, is a Regional Sales Director at Morningstar, focusing on equity SMAs and model portfolios. Previously, Max held various leadership roles in healthcare administration, including positions at Lexington Health Network, CareRite Centers, and Extended Care Clinical, LLC, where they significantly improved operational efficiencies and patient satisfaction. Max transitioned into the financial services sector as an Internal Wholesaler at Jackson, excelling in supporting financial advisors and driving business growth. They hold a Bachelor of Science in Health Administration from Indiana University Bloomington and recently earned the RICP designation from The American College of Financial Services.