Max Martin

About Max Martin

I am a Finance student at Florida State University focused on investing, valuation, and capital allocation, with a strong interest in roles where analytical rigor and decision-making directly impact outcomes. I currently work as an Investment Analyst at Strategic Wealth Specialists, where I contribute to equity research, portfolio positioning, and investment discussions that inform real client capital. My work involves analyzing market trends, developing investment theses, and translating complex financial concepts into clear, actionable insights. To support these efforts, my responsibilities include: 1.) Conducting equity research and contributing to investment recommendations 2.) Assisting with portfolio positioning and analyzing macro and market trends 3.) Participating in client meetings and communicating investment strategies 4.) Supporting onboarding processes and advising on licensing pathways for new team members 5.) Leading and contributing to investment discussions and pitch presentations In parallel, I have spent several years actively engaged in financial markets, building and testing strategies across equities, options, futures, and FX. My approach emphasizes macro-driven positioning, volatility dynamics, and disciplined risk management, with a focus on identifying asymmetric opportunities and preserving capital. At Florida State, I am involved in the Finance Society and Business Living-Learning Community, where I continue to expand my exposure to financial markets and corporate finance while building relationships across the industry. I am particularly drawn to environments that demand high standards, accountability, and performance where success is driven by disciplined analysis, sound judgment, and the ability to execute under pressure.

Experience

1. Investment Analyst

   Strategic Wealth Specialists

   May 2025 — Present · Tallahassee, FL, US

   Built financial models and equity research supporting $10M+ in AUM and portfolio allocation decisions-Delivered 100+ investment presentations translating macro and valuation analysis into actionable strategies.

Education

• Chipola College

  Associate of Arts - AA, Business/Commerce, General

• Florida State University - Herbert Wertheim College of Business

  Bachelor of Science, Finance, General