Hey there, I’m Max.
As a Londoner, I relish those sunny days when I can wander in the city, particularly the vibrant South Bank of Thames. My love for travel has led me to many incredible places, but witnessing the electrifying atmosphere of the Rio 2016 Olympics remains a highlight. And closer to home, it brings me joy to remember I helped plant young trees in the Roding Valley Park in January of 2023.
As a teenager, I was fascinated by computers and cars—two fields that combined innovation, design, and technology in ways that captured my imagination. During my internship back in 2016, my boss at the time asked a simple yet profound question: “What are you interested in?” He encouraged me to explore those passions through a financial lens. That moment sparked my curiosity about capital markets and set me on a path toward a career in finance.
Since then, I’ve built expertise in fundamental equity research, analysis, and valuation across a range of sectors, covering both developed and emerging markets. I honed my skills in deep fundamental analysis and data-driven decision-making. Whether refining portfolio strategies or presenting insights to clients, my work is driven by a commitment to delivering measurable results and disciplined investment approaches.
I earned my CFA® designation in 2021, showcasing my dedication to mastering the complexities of investment management and financial analysis. As a CFA® charterholder, I uphold the highest standards of integrity and professionalism, always placing your financial well-being at the forefront.
The rigorous CFA® program demanded over 900 hours of study across three levels, spanning topics like portfolio management, equity analysis, fixed income, and ethical practices. This journey required not just expertise but perseverance to meet the program’s high standards.
Passing the series of three challenging exams, each six hours long, marked a significant achievement in my career, reinforcing my commitment to delivering investment strategies grounded in deep analytical rigor and a fiduciary mindset.-
I’m fluent in Russian.
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I do not own any jeans, only chinos, trousers, and sweatpants.
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I have been skiing since I was nine years old (although not regularly). I also did swimming for four years in primary and middle school and one year of boxing in college.
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Lately, I've been into MMA training and picked up DJing as a hobby.
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Some of my favorite books are "The Ascent of Money: A Financial History of the World" by Niall Ferguson, "Thinking, Fast and Slow" by Daniel Kahneman, and "Fooled by Randomness: The Hidden Role of Chance in Life and in the Markets" by Nassim Nicholas Taleb.
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Education
BPP University
Masters of Science
Project Management
Cardiff Metropolitan University
Bachelor of Arts
Business Administration and Management
Credentials
CFA Institute
CHARTERED FINANCIAL ANALYST®
Experience
Britannia Global Markets
Equity Analyst / Wealth & Asset Management
2021-2024
Dolfin Group
Equity Analyst / Wealth & Asset Management
2017-2021