Max Gray
Client Service Associate
License: Securities Industry Essentials (SIE)
Max is a Client Services Associate who earned his degree in Business Administration with a minor in Economics from the University of California, Riverside. At UCR, he was an NCAA Division 1 student-athlete, competing in Cross Country and Track & Field.
Max holds the following certification:
- Securities Industry Essentials (SIE)
Max has passed the Securities Industry Essentials exam, and his long-term goal is to become a Certified Financial Planner. He is passionate about supporting clients and building meaningful relationships.
Outside of the office, Max is an avid marathon runner and proudly completed the Boston Marathon in 2023. He also enjoys playing golf and poker with his friends and watching sports like basketball, football, and martial arts. Above all, he values spending quality time with his family and those close to him.