Max Kaftal
About Max Kaftal
Max Kaftal serves as the Managing Director of Investment Banking at Piper Sandler, a position he has held since 2020 in New York. He has over a decade of experience in investment banking, having previously worked at Sandler O'Neill + Partners in various roles.
Work at Piper Sandler
Max Kaftal has served as Managing Director of Investment Banking at Piper Sandler since 2020. In this role, he is responsible for leading investment banking initiatives and managing client relationships. His tenure at Piper Sandler spans four years, during which he has contributed to various financial transactions and advisory services in the investment banking sector. The firm is known for its focus on providing strategic advisory services and capital markets solutions.
Previous Experience at Sandler O'Neill
Before joining Piper Sandler, Max Kaftal worked at Sandler O'Neill + Partners, L.P. as Director from 2015 to 2020. In this position, he played a key role in managing investment banking operations and client engagements. His earlier experience at Sandler O'Neill & Partners, L.P. as an Investment Banking Associate from 2010 to 2013 provided him with foundational skills in financial analysis and transaction execution. His five years at Sandler O'Neill contributed to his expertise in the investment banking field.
Education and Expertise
Max Kaftal earned a Bachelor of Arts (B.A.) in Economics from Washington University in St. Louis. His educational background has equipped him with a strong understanding of economic principles and financial markets. This academic foundation supports his professional expertise in investment banking, enabling him to analyze market trends and provide strategic financial advice to clients.
Career Timeline
Max Kaftal's career in investment banking began as an Investment Banking Associate at Sandler O'Neill & Partners, L.P. from 2010 to 2013. He advanced to the role of Director at Sandler O'Neill + Partners, L.P. from 2015 to 2020. In 2020, he transitioned to Piper Sandler as Managing Director of Investment Banking. His career trajectory reflects a consistent progression in responsibilities and leadership within the investment banking sector.