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Max Klein

Client Service Associate

Max Klein joined our Stamford, Connecticut office in 2017. As a client service associate, Max works on projects throughout our firm’s tax, financial planning and asset management practices. He has also co-authored articles including "Risk And Reward For Ballplayers" and "Should I Buy Renters Insurance?" for the company's Sentinel newsletter.

An alumnus of Ithaca College, Max graduated cum laude with a B.S. in business administration and a concentration in finance. While in college, he worked as an analyst for Ithaca’s Core Trading Consultants (a student-run finance organization) and competed as a member of the college’s baseball team. Max also volunteered with Guiding Eyes for the Blind at Ithaca College and spent a semester studying abroad in Sydney, Australia.

Before joining Palisades Hudson, Max completed an internship at Ameriprise Financial. He is a native of Brookfield, Connecticut.


(914) 723-5000

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