Max Montgomery is an accomplished Executive Director in Investment Banking at UBS, with a diverse background spanning various roles in finance and consulting. They have held positions at BT as an MBA Consultant, and at KPMG New Zealand as a Summer Intern in both Risk Advisory and Financial Risk Management. Max also served as Corporate Development & Strategic Initiative Manager at Waterman Private Capital and was an Investment Banking Analyst at Macquarie Group. They completed a Master of Business Administration at Cambridge Judge Business School and hold a Bachelor of Commerce and Bachelor of Science from the University of Auckland. Currently, Max is progressing through the CFA program, having passed levels 1 and 2.
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