Specialize in the investment in and trading of "deep-value" high-yield securities, including debt, preferred shares, common shares, put/call options, and ETF's, for my own and family accounts only. Have over seventeen years experience personally directing our personal and family accounts on a mostly full-time basis.
Was previously an international-business executive, general manager and entrepreneur in the medical-technology industry. Also provided consulting, related to general management, new-venture formation and acquisition of venture capital.
Education: Brown University, School of Engineering (Sc. B. '71); University of Virginia, Darden School of Business Administration (MBA '73).
Present Home: Sarasota, FL
Previous Homes: New York City, Mountain View, CA
Hometown: Baltimore, MD
Thirty years of salt mine experience as an institutional investment advisor, both on the Buy and Sell side. A graduate of Columbia Business School (MBA) and Chimie Paris Tech (MSChe), I started my Wall Street career with Brown Brothers Harriman & co, went West with Montgomery Securities and then founded my own advisory firm Capital Max in 1998, named after my first son. I could rename it "Max Brothers" but I am told to hold back. In 2009, with a second edition in 2011, I published my first adult book, titled "Anatomy of the Meltdown - 1998-2008. The Worst Decade in Stock Investing, or Was It?". Let me be clear: "Anatomy" has nothing to do with Sports Illustrated, except when the tide goes out. This is serious stuff, you know - that's why they call us "The Other Street".