Meet Max
Max joined atomos in 2019 and is part of the portfolio management team in Bristol which he joined in 2023 bringing his investment administration knowledge and experience to the role, which he has continued to grow. He works closely with the portfolio managers and financial planners to help clients achieve their financial goals. Max is also studying towards his UK Level 4 Investment Management Certificate (CFA).
Max graduated from Swansea University with a 1st Class Honours in Business Management. Outside of work Max is an avid runner and is always looking forward to the next race to test himself.
The key to investing is time in the market not timing the market.
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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.
