Maxwell Harcey

Investment Advisor Representative

Max joined AMG in May of 2022, working as an intern in the trading department as he completed his studies at the University of Wisconsin-La Crosse. During this time, he primarily researched for the trading department but also engaged in financial planning, administrative duties, and automation. Max qualified as an Investment Advisor Representative in August of 2023. After graduating with a Bachelor of Science in Finance in January 2024, Max joined the firm full-time as an Investment Advisor Representative. Hi focus is on improving systems and tooling in the trading department. He chose this area of study and work as he believes in the well-being that financial security can provide. Max appreciates AMG’s above-and-beyond commitment to client interests and ethical work while providing a welcoming environment that promotes the growth of its employees.