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Max Holvik, CFA, CAIA®

Investment Research Manager, Principal, San Rafael

I like learning about new investments and changes in the marketplace and enjoy combining theory with practice in order to help our clients. The markets can be very dynamic and there are always new things to learn, so no day is the same.

Max is responsible for investment research efforts at Private Ocean, which includes equities, fixed income, REITs, liquid alternatives and private investments. He also helps streamline the firm’s investment research process and risk management systems and provides clients and advisors with investment-related analysis and insight. A San Francisco transplant by way of Norway, Max is a global investment professional with domestic and international experiences from the United States, United Kingdom, Spain, Germany and Norway. His past experiences include portfolio management, equity research, and hedge fund accounting. Max has also tutored and lectured on various finance topics for many years.

When he’s not watching the markets, Max enjoys hiking, running, and travelling with friends and his fiancé.

Education

  • MBA, IESE Business School in Barcelona
  • BA in International Business, San Diego State University
  • CFA Charterholder
  • CAIA Charterholder
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