Experience

Leopold Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Co-Founder & Managing Partner

  • Jan 2021 - Present

  Max is an advisor and lecturer whose methods and character have been recognized in the WSJ, Fortune, and CT Magazine. He is a 2020 Five Star Wealth Manager recipient, an award that recognizes “accomplishment, contribution to the financial advice industry, leadership and promise for the future.” As Managing Partner of LWM, Max helps physicians navigate their financial lives. Growing up in a physician family, he saw the challenges of trying to be a doctor, parent, and financial quarterback. Max believes that no-one should have to navigate work (anxieties of physician life), family (marriage, children, daycare, little league), and finances (taxes, loans, markets, college) without professionals by their side. Max has seen firsthand that better outcomes for his clients creates better parents, better spouses, and better doctors. *LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 600 Dresher Rd., Horsham, PA 19044, USA. 800-873-7637, www.htk.com Leopold Wealth Management is unaffiliated with HTK. The Five Star award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on objective criteria including credentialing and designations, compliance with Firm and regulatory standards, client retention rates, households served and assets managed. Wealth managers do not pay a fee to be considered or awarded. Once awarded, one may opt to purchase profile ad space or related promotional products. The methodology does not evaluate the quality of services provided and is outlined www.fivestarprofessional.com/public/wmresearch. 5958978RG_Oct25 Show less


UConn Health
• United States
• Hospitals and Health Care
• 700 & Above Employee
• Lecturer in Investing, Taxes, and Student Loans

  • Feb 2020 - Present

Rutgers New Jersey Medical School
• United States
• Higher Education
• 700 & Above Employee
• Lecturer in Personal Finance

  • Mar 2018 - Present

NYC Health + Hospitals
• United States
• Hospitals and Health Care
• 700 & Above Employee
• Lecturer in Investment Management

  • Apr 2018 - Present


PRIME Financial Services

• India
• Investment Management
• 1 - 100 Employee

• Senior Associate

  • May 2016 - Dec 2020

  With over 60 years of experience working with physicians and medical professionals, Prime Financial Services understands the unique challenges that come with the medical profession. Prime Financial Services is a comprehensive financial planning firm offering concierge financial solutions for doctors from residency to retirement. We work in a collaborative environment that ensures our clients are getting the best service possible. Some of our services include, but are not limited to: tax planning, financial planning, income protection, estate planning, medical practice management and wealth management.*LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). The recommendations posted to this page by or about HTK employees, are not endorsed by, and may not represent the views of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal, or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA Member FINRA www.finra.org) / SIPC www.sipc.org. 210 Park Avenue, Suite 101, Florham Park, NJ 07932 (973) 538-9100. Prime Financial Services is unaffiliated with HTK. 2520223TM_May21 Show less

• Advisor Trainee

  • Dec 2014 - May 2016