Max Liss, CPA

  • Financial Analyst
    Max Liss, CPA

    Max is a Financial Analyst at AJ Wealth. Prior to joining AJ Wealth, he worked as a consultant in the Financial Markets practice of PricewaterhouseCoopers, providing institutional clients with technical advice on the accounting, reporting, and valuation for various financial instruments. Max focuses on providing strong analytical support to our clients to assist them in meeting their short-term and long-term financial goals. Max graduated from the University of Florida in 2016 where he earned a Bachelor of Science in Accounting. He is a licensed Certified Public Accountant in the state of New York and has passed Level I of the CFA exam.

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Company Information

AJ Wealth
28 Liberty Street, Suite 2850
New York, NY 10005
Phone: 212-729-7750
Fax: 888-712-1647

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