About The Speaker
Max is the Managing Partner of Eton Advisors Group, a multi-billion registered investment advisory firm, serving affluent families across North America. Eton is a global thought leader in the multi-family office space applying a goals-based investing approach using its proprietary technology solution. Since 2017, Eton joined the Focus partnership, a leading partnership of independent wealth management firms located throughout the United States and abroad.
Prior to joining Eton, Max was at Focus Financial Partners, a NY-based private equity firm where he co-led the East Coast regional efforts for business development, investment, and acquisition activities. With a passion for entrepreneurship, Max has been an active member of angel investor groups. A BAEF scholar, Max was trained at Oxford University and at the University of California, during which he published numerous peer-reviewed articles and book chapters. He is a frequent contributor to industry roundtables.