Max Petrie, AIF®

Client and Investment Services Manager

Max joined Capital Analysts 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® ). 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 of New England, Inc.

Max currently resides in Marshfield with his wife Susan, children Charlie and Emmett and dogs Russ and Howie.


Phone 781-356-2200
Fax 781-380-3833