Max Petrie, AIF®

Client and Investment Services Manager

Phone: 781-356-2000 X 1122
Fax: 781-380-3833
E-mail:

Max joined Capital Analysts Incorporated in 2002. He graduated from Union College, Schenectady, NY, in 1999 with a BA in Economics and Spanish.He currently holds the Accredited Investment Fiduciary ® (AIF® ) and is is a  Registered Representative, Previously he worked for Fidelity Investments as a Retirement Services Specialist. He is currently a Chartered Retirement Plan Specialist (CRPS) scholar.
 
Max is responsible for all client service issues ranging from simple questions to more complex plan issues. He also serves as an investment administrator for Capital Analysts Incorporated of New England.

Max currently resides in Marshfield with his wife Susan and dog, Russ.