Max Ortiz Email & Phone Number
Managing Director - Investments @ Wells Fargo Advisors
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Max Ortiz Location
- California, United States
Max Ortiz Work
- Managing Director - Investments @ (September 2026 - Present)
- Wealth Consultant @ (May 2025 - Present)
- Director, Private Wealth Advisor @ (July 2021 - May 2025)
- Private Client Manager, Senior Vice President @ (May 2017 - July 2021)
- Associate @ (July 2014 - May 2017)
- Analyst @ (January 2012 - June 2014)
- Portfolio Administrator @ (January 2010 - January 2012)
Max Ortiz Education
- University of California, Santa Cruz
Bachelors (Political Science and Government)
2005-2009
Max Ortiz Skills
- Banking
- Portfolio Management
- Global Macro
- Market Analysis
- Asset Managment
- Back Office
- Leadership
- Fixed Income
- Bloomberg
- Hedge Funds
- Mutual Funds
- Asset Management
- Securities
- Equities
- Financial Modeling
- Financial Analysis
- Valuation
- Investments
- Microsoft Excel
Max Ortiz Summary
- Max Ortiz, based in California, United States, is currently a Managing Director - Investments at Wells Fargo Advisors. Max Ortiz brings experience from previous roles at First Citizens Bank, Silicon Valley Bank, Bank of America Private Bank and Hall Capital Partners LLC. Max Ortiz holds a 2005 - 2009 Bachelors in Political Science and Government @ University of California, Santa Cruz. With a robust skill set that includes Banking, Portfolio Management, Global Macro, Market Analysis, Asset Managment and more. Max Ortiz has 2 emails and 3 mobile phone numbers on RocketReach.
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