Max Kaplan
Wealth Advisor
About Max
Max Kaplan 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, Max enjoys getting back on the basketball court as much as possible. He lives with his wife and son in downtown Chicago and as a family they enjoy watching their city’s sports teams, trying new restaurants, and traveling.
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.*
Year William Blair was founded
Employees worldwide
Client assets
Independent and employee-owned
Offices worldwide
Companies under coverage
As of March 31, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.