Max Cavallo

Max Cavallo is a seasoned finance professional with extensive experience in compliance and wealth management. Currently serving as a Senior Compliance Analyst at Needham & Company since September 2022, Max has previously held roles including Wealth Management Analyst at Morgan Stanley and Private Client Banker at JPMorgan Chase & Co. Additionally, Max worked as a Manager at U.S. Securities for over five years. Max holds a Master of Business Administration (MBA) in Finance from NYU Stern School of Business and a Bachelor of Arts (BA) from Temple University.