“Helping charities get more out of their reserves is what motivates me. I feel incredibly privileged to work alongside some of the most important institutions in Yorkshire”
- Locations
- Leeds
Max started his career at Evelyn Partners where he gained valuable experience managing both private client and charity assets. He then Joined the Leeds Charity Team at RBC Brewin Dolphin in 2022 to dedicate all of his time to managing assets for charities across Yorkshire.
He specialises in building and managing investment portfolios for the charity sector. A big part of his role is keeping up to date with the current investment legislation and guidance for charities and trustees. Max hosts regular trustee training seminars on a variety of topics such as responsible investing.
Away from the office Max is a mentor for the Social Mobility Foundation providing guidance for underprivileged college students.