Max Hartman

Max Hartman Email and Phone Number

Wealth Management Intern @ Graystone Consulting from Morgan Stanley
Columbus, OH, US
Max Hartman's Location
Columbus, Ohio, United States, United States
About Max Hartman

Max Hartman is a Junior at Miami’s Farmer School of Business pursuing a degree in Finance. Max’s on campus involvement includes Asset Management Club, Beta Alpha Psi business fraternity, as well as serving as the president of his social fraternity, Phi Delta Theta. Max is currently interning for the summer at Parkview Partners, a capital management firm in Columbus, Ohio. While at Parkview Partners, Max assists with screening potential investments and preparing weekly portfolio updates for senior management.

Max Hartman's Current Company Details
Graystone Consulting from Morgan Stanley

Graystone Consulting From Morgan Stanley

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Wealth Management Intern
Columbus, OH, US
Website:
phideltatheta.org
Employees:
504
Max Hartman Work Experience Details
  • Graystone Consulting From Morgan Stanley
    Wealth Management Intern
    Graystone Consulting From Morgan Stanley
    Columbus, Oh, Us
    View
  • Phi Delta Theta Fraternity
    President
    Phi Delta Theta Fraternity Oct 2024 - Present
    Oxford, Ohio, United States
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  • Parkview Partners Capital Management
    Summer Intern
    Parkview Partners Capital Management May 2024 - Aug 2024
    Columbus, Ohio, United States
    Experience with multi-asset portfolio management along with exposure to a broad range of asset classes including equities, fixed income, real assets, and diversifying strategies.Utilized FactSet Research Software to screen the universe of publicly traded companies that meet the firm’s strict fundamental characteristic requirements to be classified for possible inclusion in the firm’s client-managed portfolios.Participated with the firm’s senior investment professionals in weekly investment & economic strategy meetings.
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  • Bailey Cavalieri Llc
    Winter Intern
    Bailey Cavalieri Llc Nov 2023 - Feb 2024
    United States
    During my winter internship at Bailey Cavalieri I ensured the firm’s day to day operations went smoothly. Additionally, I assisted in documentation summaries.
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  • Brown Bag Deli
    Service Assistant
    Brown Bag Deli Jun 2022 - Jan 2023
    Columbus, Ohio, United States
    Prepare Inventory and store for daily operationsProvide careful service for every order to meet and exceed customer expectationsUtilized systems and software programs to handle transactions
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  • Ross Cleaners
    Shop Attendant
    Ross Cleaners Jan 2022 - Jun 2022
    Columbus, Ohio, United States
    Organized schedule with clients to arrange pick-up and drop-offUtilized systems and software to check-customers in and out, and facilitate online reservationsMaintained systematic sorting to ensure organization and consistency
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Max Hartman Education Details

Frequently Asked Questions about Max Hartman

What company does Max Hartman work for?

Max Hartman works for Graystone Consulting From Morgan Stanley

What is Max Hartman's role at the current company?

Max Hartman's current role is Wealth Management Intern.

What schools did Max Hartman attend?

Max Hartman attended Miami University Farmer School Of Business, Miami University.

Who are Max Hartman's colleagues?

Max Hartman's colleagues are Melanie Clayton, Sixto Gallegos, Charlie Jerpseth, Seth Strickland, Drew Lawler, Coleman Taylor, Jaiden Daley.

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