Max McCain

Max McCain
Director, Portfolio Manager

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