Max Mintzer
Retired at Retired | Greater Chicago Area
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Max Mintzer is a seasoned financial services management professional who has dedicated over 35 years to shaping the landscape of wealth management and operations within the financial sector. As of April 1, 2024, Max has transitioned into retirement, leaving behind a legacy marked by versatility and a profound impact on both organizations and clients alike. His extensive experience spans across Hybrid Registered Investment Advisor (RIA) and Broker Dealer frameworks, as well as trust and bank channel operations, where he has consistently demonstrated a knack for delivering exceptional results.
Throughout his career, Max has been instrumental in launching and scaling start-up RIA and Broker Dealer organizations, leveraging his deep expertise in strategic planning and operational management. His ability to lead cross-functional teams has fostered an environment of collaboration and innovation, driving operational support and mitigating operational risk. Max's comprehensive knowledge of tax strategies, wealth management, and real estate has enabled him to provide tailored solutions to the Mass Affluent segment, ensuring that clients receive the highest level of service and expertise.
In his retirement, Max reflects on the invaluable relationships he has built with colleagues, custodians, and vendors throughout his journey. His commitment to excellence and passion for the financial services industry have not only shaped his career but also left an indelible mark on the organizations he has served. As he embarks on this new chapter, Max remains a respected figure in the industry, with a wealth of knowledge and insights that will continue to inspire future generations of financial professionals.
Retired at Retired in April 2024 to Present
Senior Vice President at Focus Financial Partners in November 2013 to April 2024
Managing Director, Operations/ Executive Director, Finance & Accounting at HighTower in June 2008 to November 2013
First Vice President - Operations Manager at LaSalle Financial Services in September 2006 to June 2008
Vice President - Project Manager at LaSalle Bank - LaSalle Preferred Services in September 2005 to September 2006
Vice President - Project Manager at LaSalle Bank - Virtual Branches Online Banking in May 2004 to September 2005
Asst Vice President - Product Development at LaSalle Bank - Wealth Management in July 2002 to July 2004
Asst Vice President - Operations Manager at The Chicago Trust Company in March 1997 to February 2001
Estate Settlement Analyst at The Northern Trust Company in July 1995 to March 1997
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Cross-functional Team Leadership
Strategic Planning
Tax
Wealth Management
Real Estate
Financial Services
Operations Management
Operational Support
Operational Risk
Security
Organizational Development
Management
Independence
Financial Regulation
Consensus Building
Program Development
Program Evaluation
Separately Managed Accounts
Data Mapping
Business Process Re-engineering
Business Continuity Planning
Business Planning
Deployment Strategies
Estate Administration
Fiduciary Management
401k
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Discover more about RetiredWhat is Max Mintzer email address?
Email Max Mintzer at [email protected]. This email is the most updated Max Mintzer email found in 2026.
How to contact Max Mintzer?
To contact Max Mintzer send an email to [email protected].
What company does Max Mintzer work for?
Max Mintzer works for Retired
What is Max Mintzer's role at Retired?
Max Mintzer is Retired
What is Max Mintzer's Phone Number?
Max Mintzer's phone (**) *** *** 400
What industry does Max Mintzer work in?
Max Mintzer works in the Financial Services industry.
Max Mintzer Email Addresses
Max Mintzer Phone Numbers
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