Meet Max
Max joined atomos in 2022, after a varied early career as a history, english and maths tutor following the completion of his studies at the University of Bristol. With a keen interest in stock markets and investment management, Max pivoted to financial services. He supports our portfolio management team in providing investment services to private clients, charities, and trusts.
Max works closely with portfolio managers and financial planners to help clients achieve their goals. He is a member of the Chartered Institute for Securities & Investment, and recently achieved the Chartered Financial Analyst (CFA) UK Level 4 Investment Management Certificate, which provides a strong foundation for a career in the investment industry.
Dabbling in financial markets can mean taking unnecessary risks. For an expert view on where to invest, we can help.
Max Mitchell
Portfolio Assistant
Start today
We’re ready to listen. Get in touch and arrange a free consultation to find out if you could achieve your goals with portfolio management.
