Team
Maxwell Byron
Joined
GW&K 2026
Industry
Experience 2 Years
Responsibilities
Max is a member of GW&K’s private wealth client service team, serving as a dedicated liaison for our private wealth clients where he assists with client inquiries and service needs and helps ensure the smooth execution of clients’ wealth management plans in support of their long-term financial objectives.
Education
Max earned a BA from Colby College and is currently pursuing the Certified Financial Planner (CFP®) certification.
Prior Work Experience
Prior to joining GW&K, Max was a Portfolio Analyst at F.L. Putnam, where he supported the management of client portfolios, working closely with portfolio managers and client advisors to maintain portfolios in accordance with investment objectives and model guidelines.
What do you love, or what excites you the most about your position/role?
I am excited to be in a position that values collaboration, integrity, and a high level of industry knowledge. I look forward to learning from those with more experience while also having the opportunity to support and mentor those who may come after me. Working alongside a team of individuals who share these values motivates me to continually grow and go above and beyond. I am especially excited to meet new people, both clients and colleagues, and build meaningful, long-lasting relationships as I progress in my career.