Max Meltzer

Max Meltzer, CFP®, currently serves as Senior Vice President at Wealthspire Advisors since November 2019. Prior to this role, Max held various positions, including Director and Wealth Advisor at Bronfman Rothschild from November 2014 to the present, and worked as an Investment Management Associate at Convergent Wealth Advisors from January 2012 to November 2014. Additional experience includes roles as an Investment Consultant at The Meltzer Group, Registered Client Associate at Merrill Lynch Private Banking and Investment Group, and Sales Assistant at Lehman Brothers. Educational qualifications include a degree from Harvard University, attended from 2002 to 2007, and attendance at Blair Academy from 2001 to 2002.