With Clifford Swan since 2003, Max works with individuals, foundations, and private pension plans as a portfolio manager. He brings valuable experience in finance, equity analysis, and portfolio management to the Research and Investment Teams. Prior to joining the firm, he served as Vice President in equity research and client services at Provident Investment Counsel. In the research group he was responsible for the retail, consumer, and pharmaceutical sectors in large cap equities. Before joining Provident, he worked at Trust Company of the West in equity research while pursuing his MBA, and actively managed his graduate school's Student Investment Fund. Prior to business school, he work