Max Goldfarb is a Senior Associate at Merritt Point Wealth Advisors. Max is adept at establishing & fostering strategic relationships with clients. He has experience providing thoughtful, timely guidance that is curated on an individualized basis. He is skilled at managing a robust and diverse set of responsibilities that include portfolio management, client relations & operational execution. Max’s focus is on building partnerships with clients that are accretive & enhance the client experience.
Before joining Merritt Point Wealth Advisors in 2021, Max worked at Guttman Realty Advisors, a premier Real Estate Development and Sales firm in New York, NY. Max also has spent time in Washington D.C. where he worked at College to Congress and was a White House Intern.
In his free time, Max enjoys playing golf, watching Liverpool FC, traveling, as well as spending time with his friends and family.
Max received his B.A. in Legal Studies and Political Science from the University of Wisconsin-Madison. Max holds both Series 7 & 66 licenses. He currently resides in Manhattan.