Max BorwickCLIENT SERVICE MANAGER
As a Client Service Manager in the United Capital Bethesda office, Max assists the fixed income department with trade settlement, portfolio analysis, and client servicing responsibilities.
Prior to joining United Capital, Max worked as a Trade Clearance Analyst for Morgan Stanley and specialized in government bond and asset backed security trade settlement. Early in his career, Max worked on a series of financial statement and credit rating analysis projects for National Public Radio Inc.’s Treasury & Risk Management Department.
Max graduated from American University’s Kogod School of Business with a Bachelor of Science in Finance. In his free time, he can be found skiing with friends or working to lower his handicap at the nearest driving range.