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Senior Vice President
Max Mintzer is responsible for transitioning breakaway advisors and clients for the elite teams who form independent RIAs through the Focus Independence program. In addition to this role at Focus, Max works with current Focus Partner firms to evaluate their existing operational system infrastructures and recommends changes where prudent.
Prior to Focus, Max was Director of Operations at HighTower Advisors, where he transitioned $16.2B in AUM across 30 advisor teams. Max previously worked at LaSalle Bank serving in numerous capacities within the Wealth Management, Personal Trust and Financial Services departments. He developed and executed numerous strategic business initiatives and infrastructure efficiencies across multiple products.
Max received his BS in Administration from the Kelly School of Business at Indiana University. He attended both the ABA National Trust School and the Cannon Institute earning his CSOP designation with honors. He currently lives in the Chicago area with his wife Wendy of 32 years area and enjoys all outdoor activities and wine-making.