Max McCain
Director, Portfolio Manager
max@sonatacap.com
Max has been with Sonata since our founding in 2000. He currently works with clients as a Portfolio Manager, designing and implementing individualized wealth management strategies. He has served Sonata previously as the Director of Marketing and Communications, and as an Account Manager. Max is a graduate of Washington State University.
Professional & Community Activities:
- Max currently sits on the board of Teens In Public Serves (TIPS)
- Max is currently the President of the West Seattle Golf Club
- Max has previously sat on the board of the Washington State University Athletic Foundation of King County
- Resource Development Boys & Girls Clubs of King County
- Marketing and Communications Committees Boys & Girls Clubs of King County
Favorite Quote:
- “A life is not important, except in the impact it has on other lives.” Jackie Robinson
Where to find Max when he is not at work:
- Spending time with family and friends
- Working on his game at a local golf course
- Walking his Labradors George and Jojo
Clients Max works with:
- Individuals looking to build and safeguard assets
- Families who desire a holistic approach to all of their investment needs
- Foundations seeking to grow and preserve their endowments
Best Part of My Job:
- Helping clients understand and embrace a wealth management plan specifically
designed to achieve their goals and objectives
Three words that best describe me:
- Loyal
- Engaging
- Vigilant