Max Isaacman

About Max Isaacman

Registered Investment Advisor, Institutional Department Manager, East/West Securities, San Francisco: For over fifteen years led a sales/trading team, also managed fee-based and brokerage accounts. Increased gross commissions substantially. Built and managed an investment banking and brokerage office for Cowen & Company. Recruited 35 brokers and an institutional unit. Vice President, Registered Representative, Lehman Brothers; Registered Representative at Merrill Lynch. Vice President, Personal Trust and Investment Division, the Bank of California Wrote the groundbreaking first ETF book How to be an Index Investor (McGraw-Hill, Other books published by McGraw-Hill: The Nasdaq Investor (2001), the first book on the Nasdaq Market; Investing with Intelligent ETFs (2008). Winning with ETF Strategies, published by Financial Times Press (2012). Books were internationally published, including in Russia and China. Books on Amazon.com: & crid=P7FIH865CS88 & sprefix=max+isaacman%2Caps%2C135 & ref=nb_sb_noss Freelance writer, financial services, wealth management, writer. Columnist for the award-winning San Francisco Examiner; write articles for magazines including Delta Airlines SKY magazine, Financial Technology News, American Association of Independent Investors Journal, and other publications. Writer for the Emmy-award winning financial website Minyanville.com. The site received more than 8 million visitors per month. Writer for InvestorPlace.com, a popular financial site that has been publishing for over 40 years and receives over 6 million visitors per month: https://investorplace.com/search/?q=max+isaacman

Experience

1. Investment Advisor

   Melissa Gillis Care

   May 2023 — Present · San Francisco, CA, US

Education

• Rider University

  BS Commerce

Skills

• Portfolio Management
• Alternative Investments
• Securities
• Mutual Funds
• Asset Allocation
• Asset Managment
• Etfs
• Hedge Funds
• Investment Strategies
• Investments