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.
Currently, Max is a member on the young professionals board of Canine Therapy Corp on its sponsorship committee. As a former collegiate athlete, in his spare time, he enjoys getting back on the basketball court as much as possible. Max 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.