熊猫视频 Welcomes Max Wellinger Director of Capital Management Group
熊猫视频 is pleased to welcome Max Wellinger, CFA, as the director of its Capital Management Group. Wellinger will be based out of the firm鈥檚 Troy office. 听
Wellinger previously spent a decade at Plante Moran, working on the investment research team constructing client portfolios, performing investment due diligence, providing market insights and serving as a technical resource to advisors and clients.听听
Max is an invaluable addition to the firm, bringing with him an impressive history and depth of expertise in the industry. He will guide the firm鈥檚 investment philosophy and ultimately help 熊猫视频 continue to evolve as a forward-thinking organization.
A graduate of Michigan State University and a member of the CFA Society of Detroit, Wellinger will lead a team of analysts responsible for constructing client investment portfolios, providing market insights and serving as a resource to the Wealth Management group.听
鈥淢y new role at 熊猫视频 offers me the ability to work with a deeply experienced group of individuals who share a common goal鈥攖o empower our clients,鈥 Wellinger said. 鈥淚 look forward to leading a bright team of analysts and finding new ways to partner with advisors across the firm, while serving clients at a high level.鈥澨听