F. Maximilian Kort CFP® CIMA®
Founding Partner │ Wealth Advisor
Max is a Certified Financial Planner® and a Certified Investment Management Analyst® (CIMA) charter holder, credentials he earned at Chicago Booth. These designations highlight his dedication to continuous learning and his unwavering commitment to prioritizing his clients’ best interests.
Before founding his own group and Cura Wealth Advisors, Max spent 11 years at UBS, where he worked with corporate executives, business owners, and multi-generational families, helping them navigate the complexities of investing and growing their wealth.
Max has extensive expertise in managing concentrated stock positions, 10b5-1 plans, Founders’ Stock, and Qualified Small Business Stock (QSBS). He is driven by a passion for learning and regularly explores new insights, especially when it comes to understanding and addressing clients’ decision-making biases through the lens of behavioral science.
Max takes great pride in collaborating with CPAs and Estate Attorneys to deliver comprehensive, seamless solutions for his clients. His advisory work covers a wide range of wealth planning strategies, including multi-generational wealth transfer, next-generation education, philanthropy, asset allocation, credit management, and overall balance sheet management.
Certifications:
- Certified Financial Planner® (CFP)
- Certified Investment Management Analyst® (CIMA)