Max Kaplan

Max Kaplan

Vice President, Wealth Advisor

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About Max

Max Kaplan, vice president, is a wealth advisor with William Blair’s Private Wealth Management group. He joined the firm from the Premier Client Group of MetLife. Before MetLife, Max started his career in financial services at Ameriprise Financial. Max holds the CERTIFIED FINANCIAL PLANNERTM designation. He received his B.A. in economics and certificates in accounting, finance, and public sector analysis from the University of Rochester in New York. A native of Chicago, Max graduated from St. Ignatius College Prep.

As a former collegiate athlete, in his spare time, Max enjoys getting back on the basketball court as much as possible. He lives with his wife and two sons in downtown Chicago and as a family, they enjoy watching their city’s sports teams, trying new restaurants, and traveling.

Professional Recognition and Awards

  • Forbes Top Next-Gen Wealth Advisor Best-in-State, 20231

1 Forbes Top Next Generation Wealth Advisors; Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

About William Blair

William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*

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Year William Blair was founded

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Employees worldwide

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132 billion+

Client assets

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89 Years

Independent and employee-owned

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Offices worldwide

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Companies under coverage

As of December 31, 2023
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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