Max Kaplan

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 and began his career in financial services at Ameriprise Financial. Max holds the CERTIFIED FINANCIAL PLANNER^TM designation. He earned 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.

Max is an active member of the community and currently serves on the Innovators Board at Ann & Robert H. Lurie Children’s Hospital of Chicago, a group of emerging leaders committed to advancing pediatric healthcare through philanthropy and engagement.

As a former collegiate athlete, Max enjoys getting back on the basketball court in his spare time. He lives with his wife and two sons in downtown Chicago, where they enjoy cheering on local sports teams, exploring new restaurants, and traveling together.

Professional Recognition and Awards

• Forbes Top Next-Gen Wealth Advisor Best-in-State, 2023, 2024¹

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.