Max Haspel
About Max Haspel
Max Haspel serves as the President of Business Owner Services and Senior Wealth Advisor at The Colony Group. He has extensive experience in wealth management and business exits, having previously founded Blue Water Advisors and worked at notable financial institutions.
Current Role at The Colony Group
Max Haspel serves as the President of Business Owner Services and Senior Wealth Advisor at The Colony Group. He has held this position since 2020, contributing to the firm's strategic direction and client services in New York, United States. In this role, he focuses on wealth management solutions tailored for business owners, leveraging his extensive experience in the financial sector.
Previous Experience at Blue Water Advisors
Max Haspel founded Blue Water Advisors in 2000 and served as its Family Wealth Leader until 2017. During his 16 years at Blue Water Advisors, he developed expertise in advising clients on business exits and wealth management. The firm merged with The Colony Group in early 2018, further expanding its service offerings.
Educational Background and Specializations
Max Haspel studied at The Wharton School, focusing on Wealth Management and achieving the designation of Retirement Planning Specialist. He also earned a Bachelor of Science degree in Economics from Colgate University, where he was actively involved in the alumni community. Additionally, he attended the Advest Institute at Harvard, enhancing his financial acumen.
Professional Achievements and Recognition
Max Haspel has received recognition for his contributions to the financial industry, including a Business & Finance Award from Long Island Business News for outstanding performance as a financial steward. He has also been named one of Forbes Best-In-State Wealth Advisors for New York, highlighting his expertise and commitment to client service.
Contributions to Wealth Management Practices
Max Haspel has played a significant role in developing and refining wealth management processes at The Colony Group. His focus on inter-generational transparency and structure has enhanced the firm's client engagement strategies. He has also co-authored a book titled 'Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind (Second Edition)', contributing to the discourse on financial planning.