Voya Financial
Max Bertman is a seasoned professional with diverse experience in investment advising and client relations. Currently serving as a Board Member at Plant Docs since October 2023, Bertman also holds the position of Investment Adviser Representative at Voya Financial since November 2021, where investment advisory services are provided through Voya Financial Advisors, Inc. Previous roles include Recruitment Project Researcher in Medical Devices at Weber and Company and Enrollment Specialist at Doctor's Choice, assisting retirees with the Medicare process. Max Bertman is an alumnus of the University of Miami Herbert Business School, Moses Brown School, and The London School of Economics and Political Science (LSE).
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