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Max Kahn Email & Phone Number
Chief Executive Officer
at
Digital Wealth Partners
1 work email found
@yieldx.app
2 phones found area 516 and 212
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Executive Officer
Location
New York, United States
Company size
Who is Max Kahn? Overview
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Quick answer
Max Kahn is listed as Chief Executive Officer at Digital Wealth Partners, a with 15 employees, based in New York, United States. AeroLeads shows a work email signal at yieldx.app, phone signal with area code 516, 212, and a matched LinkedIn profile for Max Kahn.
Max Kahn previously worked as Head of Strategy and Operations at Digital Ascension Group and Director of Business Operations and Strategy at Digital Asset Research. Max Kahn studied at University Of Colorado Boulder.
Company email context
Email format at Digital Wealth Partners
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{first}@yieldx.app
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AeroLeads found 1 current-domain work email signal for Max Kahn. Compare company email patterns before reaching out.
Profile bio
About Max Kahn
Max Kahn is a Chief Executive Officer at Digital Wealth Partners. He possess expertise in banking, financial analysis, risk management, customer service, microsoft office and 19 more skills.
Listed skills include Banking, Financial Analysis, Risk Management, Customer Service, and 20 others.
Current workplace
Max Kahn's current company
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Digital Wealth Partners
13 roles
Max Kahn work experience
A career timeline built from the work history available for this profile.
Head Of Strategy And Operations
Current
Oct 2024 - Present
Director Of Business Operations And Strategy
Mar 2023 - Oct 2024
Director Of Strategy
Apr 2021 - Apr 2023
Investment Professional
Managed retail portfolios with partners AUM: ~$200 million Responsible for construction and management of portfolios consisting of long/short equity, fixed income, structured products, derivatives, private placements, and related instruments with a focus on generating high idiosyncratic returnsPerform fundamental and technical research on universe of investments.Creation, sale, and monitoring of structured notes based on proprietary market outlook and strategy. Notes based on: Individual equities, credit spreads, broad global indices, commodities, and ETFs.Supported clients on trade execution and settlements, cash flows, fulfilling data requests, and monitoring portfolios.
Dec 2013 - Apr 2021
Director Of Futures Operations
Creation and oversight of Futures Back officeOperations Process Enhancement- Improving the efficiency of account opening process, record keeping, commission calculation, and reporting. Responsible for onboarding new futures representatives to the firm and supporting reps in all account processes and paperwork (including NSC, FCM and CTA paperwork). NFA (National Futures Association) liaison to the firm- maintained and improved upon CTA, FCM, and NFA relations. Working knowledge of each FCM’s platform (Gain, ADM, RJO) and operating procedures. Monitoring futures compliance requirements. Responsible for due diligence on all CTAs on the National Securities Corporation investment platform.-Research, interview and present new CTAs for approval to the National Securities Corporation Futures platform. Voting member of the Futures Investment Committee, responsible for conducting a quarterly (often monthly) due diligence meeting for CTA selection, program blending, and commission structure to add diversification to the National investment platform.Support Brokers in all account processes (be it account opening, closing or modification) and paperwork (including NSC, FCM and CTA paperwork).
Oct 2014 - Jan 2018
Supervision Representative And Alternative Investment Product Coordinator
Conduct and maintain due diligence files on all Alternative InvestmentsCoordinate investment Alt investment products: managed futures, REITS, BDCs, and other structured products for implementation into client portfoliosInvolved in placement of Syndicate business for National Securities to provide clients with initial, secondary, overnight, and follow-on offerings.
Dec 2016 - Jul 2017
Registered Representative
Registered Futures Representative of National securities. Tasked with growing futures business- Bringing in clients- Recruiting new brokers to the Futures Platform- Creating and maintaining due diligence on active CTA's and prospective Managers.
Oct 2013 - Oct 2014
Proprietary Trader
Self-Employed
Identified swing trading opportunities in commodity and equity future markets for capital constrained portfolios.Conducted research analytics on futures market as well as the various exchanges, contracts, order flow and execution speed. Utilized a multitude of technical analysis tools and strategies to aid in trading decisions and identify positions.Collaborated with trading professionals to determine risk metrics, position sizing and order types to improve performance.
Dec 2012 - Dec 2013
Financial Analysis Internship
Responsibilities included working with the Chief Market Strategist and various departments within the Broker Dealer of which include trading, supervision, compliance, operations and sales.Created client presentations and implementation strategies to integrate into a portfolio.
Jun 2012 - Aug 2012
Trading Apprenticeship
Mbf Clearing
Responsibilities were to attend daily classes in market analytics conducted by MBF’s Founder/CEO, Mark Fisher and senior staff. Mentored by senior staff, working side by side with MBF traders in the open outcry trading pits and conduct daily electronic trading on the New York Mercantile Exchange.Developed a trading strategy applicable to futures and equity markets and had the opportunity to demonstrate its effectiveness.
Jun 2011 - Aug 2011
Psychiatric Internship
North Shore Long Island Jewish Medical Center, Zucker – Hillside Psychiatric Hospital
Shadowed the head of the psychiatric department, Director Dr. W. Chang. Accompanied Dr. Chang to seminars, clinic sessions and observed him on his rounds.
Jun 2010 - Aug 2010
Teacher/Sensei
Zanshin Self Defense Academy
Black belt in Goshin Budo Jujitsu – Studied the martial art for +15 years and developed discipline, leadership and business skills. As Sensei Max Kahn I instructed classes of all ages and skill level. Classes included children ages 4-18, adults, children with autism, ADD, and other special needs. Taught self defense and weapons training.
Sep 2004 - Aug 2010
3 education records
Max Kahn education
Education record
University Of Colorado Boulder
High School Diploma
Syosset High School
Bachelor'S Degree, Psychology
University Of Colorado
FAQ
Frequently asked questions about Max Kahn
Quick answers generated from the profile data available on this page.
What company does Max Kahn work for?
Max Kahn works for Digital Wealth Partners.
What is Max Kahn's role at Digital Wealth Partners?
Max Kahn is listed as Chief Executive Officer at Digital Wealth Partners.
What is Max Kahn's email address?
AeroLeads has found 1 work email signal at @yieldx.app for Max Kahn at Digital Wealth Partners.
What is Max Kahn's phone number?
AeroLeads has found 2 phone signal(s) with area code 516, 212 for Max Kahn at Digital Wealth Partners.
Where is Max Kahn based?
Max Kahn is based in New York, United States while working with Digital Wealth Partners.
What companies has Max Kahn worked for?
Max Kahn has worked for Digital Wealth Partners, Digital Ascension Group, Digital Asset Research, Yieldx Inc., and National Securities Corporation.
How can I contact Max Kahn?
You can use AeroLeads to view verified contact signals for Max Kahn at Digital Wealth Partners, including work email, phone, and LinkedIn data when available.
What schools did Max Kahn attend?
Max Kahn studied at University Of Colorado Boulder.
What skills is Max Kahn known for?
Max Kahn is listed with skills including Banking, Financial Analysis, Risk Management, Customer Service, Microsoft Office, Business Analysis, Project Management, and Strategic Planning.
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