
Max Kaplan
Vice President, Wealth Advisor

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 PLANNERTM 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
About William Blair
William Blair is a premier global partnership 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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1935
Year William Blair was founded
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1,900+
Employees worldwide
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139 billion+
Client assets
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90 Years
Independent and employee-owned
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20+
Offices worldwide
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~650
Companies under coverage
As of March 31, 2025
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.