Max Gordon serves as a Client Service Specialist in our Boston offices, playing a pivotal role in client communication and account management. With a focus on providing support, Max assists advisors, addresses client inquiries, and manages paperwork with a keen eye for detail. His professional background has equipped Max with a strong understanding of customer service.
Outside of work, Max is an avid skier, loves movies, and enjoys reading fantasy novels. He recently completed the Game of Thrones book series.
“The welcoming team environment that has made each day exciting and engaging as a learn the ropes of my new role.”