Financial Advisor, CFP®, AIF®
Max joined L&M in 2013. He is a Certified Financial Planner™ and an Accredited Investment Fiduciary®. Max is an Investment Advisor Representative with Securities America. He is part of the third generation of the Lipsitz Family at L&M, a firm which his grandfather Russ founded in 1972. Max’s father, Gregg, joined L&M in 1980 and proudly led L&M for many years before passing away in 2017. Now, Max and his brother Joseph share this responsibility. At L&M, he helps clients make smart financial decisions at any stage: whether accumulating assets, planning for retirement, or creating and implementing post-retirement strategies. Max has served as a mentor through Penn State’s Smeal College of Business, he is currently a member of Securities America’s Branch Managers Advisory Council, and he is also a member of the Investment Committee and the Community Ambassadors Council for FeedMore WNY (formerly the Food Bank of WNY).
Max graduated from Pennsylvania State University with a degree in Finance. While at Penn State, Max was a 2-time Academic All-American volleyball player, and in 2008 Max’s team won a National Championship