Max A. Minehart

Investment Operations Associate

  • Focus: Investment operations
  • Education: The Ohio State University
  • Fun Fact: I have attended an Ohio State football game at 12 of the 14 Big Ten schools. I'm hoping to check off the remaining stadiums in the next few years.

Max has more than 5 years of experience in the financial services industry having previously worked as a paraplanner for a wealth management firm in Columbus and at Morgan Stanley within the Global Stock Plan Services department.

As a member of the Investment Operations team, Max is responsible for daily trading, generating quarterly statements, and general account maintenance to create a seamless client experience.

 A lifelong resident of Columbus, Max studied Mechanical Engineering at the Ohio State University and never misses an opportunity to support the Buckeyes. He also enjoys trying out new restaurants with family and friends, playing golf, and traveling whenever the opportunity arises.