Max Wellinger, CFA
Director of Capital Management Group, Wealth Management
Location
Troy, MI
248.952.5000
Education
Michigan State University
BS, finance
Current Role
As director of ²ÝÝ®ÊÓƵ’s capital management group, Max guides the firm’s investment philosophy and approach to constructing client investment portfolios, while providing ongoing market insights. Max also leads a team of analysts responsible for the firm’s investment research efforts.
Service Areas
- Investment analysis and portfolio design
- Risk management
- Retirement plan consulting
- Plan design and implementation
Experience
Max began his financial services career in 2012 and has supported high net worth individuals and their families, business owners, and not-for-profit organizations. He has extensive knowledge of capital markets and the wealth management industry.
Prior to joining ²ÝÝ®ÊÓƵ in 2023, Max was an investment strategist for Plante Moran Financial Advisors, constructing client portfolios, performing investment due diligence, providing market insights, and serving as a technical resource to advisors and clients.
Max holds the Chartered Financial Analyst (CFA) certification.
A Closer Look
Max stays current on matters impacting his clients’ interests through participation in the CFA Society of Detroit.
Investment advisory services offered through ²ÝÝ®ÊÓƵ Wealth, a Registered Investment Advisor.
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