Max Wellinger, CFA
Director of Capital Management Group, Wealth Management
Location
Troy, MI
248.952.5000
Education
Michigan State University
BS, finance
Current Role
As director of Rehmann’s capital management group, Max guides the firm’s investment philosophy and approach to constructing client investment portfolios, while providing ongoing market insights. Max also leads a team of analysts responsible for the firm’s investment research efforts.
Service Areas
- Investment analysis and portfolio design
- Risk management
- Retirement plan consulting
- Plan design and implementation
Experience
Max began his financial services career in 2012 and has supported high net worth individuals and their families, business owners, and not-for-profit organizations. He has extensive knowledge of capital markets and the wealth management industry.
Prior to joining Rehmann in 2023, Max was an investment strategist for Plante Moran Financial Advisors, constructing client portfolios, performing investment due diligence, providing market insights, and serving as a technical resource to advisors and clients.
Max holds the Chartered Financial Analyst (CFA) certification.
A Closer Look
Max stays current on matters impacting his clients’ interests through participation in the CFA Society of Detroit.
Investment advisory services offered through Rehmann Wealth, a Registered Investment Advisor.
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