Max Petrie, AIF®
Retirement Consultant, Relationship Manager & Investment Administrator
Max has been with Capital Analysts of New England since 2002, bringing over 20 years of experience to his role. A graduate of Union College in Schenectady, NY, Max earned a BA in Economics and Spanish in 1999. He is also a holder of the Accredited Investment Fiduciary® (AIF®) designation, reflecting his deep understanding of investment and retirement planning.
Before joining Capital Analysts of New England, Max worked with Fidelity Investments as a Retirement Services Specialist, where he developed a strong foundation in retirement planning and client service. Max now manages a wide range of client service inquiries, from straightforward questions to more complex plan-related issues. He also serves as an investment administrator for Capital Analysts of New England, Inc..
Outside of his professional work, Max resides in Marshfield and enjoys coaching hockey, playing golf, and attending his children’s sporting events.