Max Finkelstein

Max Finkelstein

Incoming Investment Banking Summer Analyst @ Piper Sandler

About Max Finkelstein

Max Finkelstein is an incoming Investment Banking Summer Analyst at Piper Sandler, with prior experience in operations and sales roles. He studied Economics at the University of Virginia and has held various positions in finance and retail.

Work at Piper Sandler

Max Finkelstein is currently employed at Piper Sandler as an Incoming Investment Banking Summer Analyst. He began this role in 2023 and is based in Houston, Texas. This position involves working on various investment banking projects, contributing to financial analysis, and supporting senior analysts in their tasks.

Previous Experience in Investment Analysis

Prior to his current role, Finkelstein worked as a Provisional Analyst at the McIntire Investment Institute from 2021 to 2023 in Charlottesville, Virginia. In this position, he gained experience in investment analysis, contributing to research and analysis efforts that informed investment decisions.

Experience in Operations and Sales

Finkelstein has diverse work experience, including a role as an Operations Associate at Paris Texas Apparel Co. in 2022, where he worked for three months in Houston, Texas. Additionally, he served as a Sales Associate at Gap in 2019 for three months in the same city, gaining skills in customer service and retail operations.

Education and Expertise

Max Finkelstein is pursuing a degree in Economics at the University of Virginia, where he has been enrolled since 2021 and is expected to graduate in 2025. He previously graduated from Episcopal High School, earning a High School Diploma in 2021. His educational background provides a foundation for his roles in investment banking and analysis.

Internship Experience

In 2023, Finkelstein completed a one-month internship at Fayez Sarofim & Co. in Houston, Texas. This internship allowed him to further develop his skills in finance and investment, complementing his academic studies and previous work experiences.

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