- Managing Director
Max is a Managing Director and co-leads CEA’s Philanthropic Services practice, serving foundations, nonprofits, and impact-oriented financial institutions. Max typically leads teams developing strategies, quantitative analyses, and evaluations for ocean, climate, and conservation finance engagements. Max recently developed a large family foundation’s impact investment strategy targeting technological solutions to improve ocean health, led the year-long “2020 Global Landscape Review of Fishery Improvement Projects,” modeled the future climate impact of an early-stage construction company that uses bamboo instead of traditional materials, and is developing a strategy to responsibly promote offshore wind globally. Max has advised a variety of clients, including The David and Lucile Packard Foundation, the Walton Family Foundation, the Gordon and Betty Moore Foundation, the Schmidt Family Foundation, the Harte Charitable Foundation, the Rockefeller Foundation, the John D. and Catherine T. MacArthur Foundation, Oceans 5, World Wildlife Fund, Environmental Defense Fund, and Natural Resources Defense Council.
Prior to joining CEA, Max served as an associate for a boutique investment bank that focused on structuring and raising debt and equity capital for rapid growth companies and providing advisory and capital raising services for specialty lenders, both domestically and internationally. Max earned his master’s degree in applied economics (Omicron Delta Epsilon) from Johns Hopkins University and his bachelor’s degree cum laude from Middlebury College in international politics and economics.