Max BianculliInvestment Reporting Analyst
How Max Can Help You
As a member of the Investment Reporting team, Max focuses on providing our clients with accurate and consolidated performance data in a timely manner. Max also manages the trading desk, helping Wealth Advisors keep client portfolios on target and ensuring our clients’ unique and specific investment needs are met.
What Makes Max Knowledgeable
Max first joined Berman Capital Advisors in 2016 as part of the Summer Internship program. While in school, he gained several years of experience an intern before eventually transitioning to the part-time role of Operations Assistant. In 2020, after graduating from Georgia State University J. Mack Robinson College of Business, with a Bachelor of Business Administration in Finance, Max transitioned to the full-time role of Investment Reporting Analyst.
Getting to Know Max
Max and his fiancé live in Atlanta. On his free time, Max enjoys hiking, camping, reading, coding projects, exploring new restaurants (eating) and the occasional tennis match.