Profilo
Mr. Maxwell L.
Knapp is an Assistant Vice President & Portfolio Manager at United Bank, Inc. He is responsible for fund manager idea sourcing, performing due diligence on fund managers and ensuring that portfolio allocations adhere to United Wealth Management’s investment philosophy.
He also serves as Co-Head of United’s Fixed Income Strategy team.
Prior to joining United Bank, Mr. Knapp served as an Investment Associate for Comvest Partners and an Investment Banking Analyst for Deutsche Bank Securities.
He attended West Virginia Wesleyan College, receiving a bachelor’s degree in Accounting before attaining his M.S.
in Finance from Vanderbilt University’s Owen Graduate School of Management.
He currently holds the Series 63 and Series 79 securities licenses.
Precedenti posizioni note di Max Knapp
| Società | Posizione | Fine |
|---|---|---|
United Bank, Inc.
 United Bank, Inc. Investment ManagersFinance United Bank, Inc. is an investment advisor headquartered in Parkersburg, West Virginia. On 02 November 2018, United Bankshares, Inc. (NASDAQ: UBSI) consolidated its two banking subsidiaries, merging United Bank, Inc. into United Bank (Vienna, Virginia) where the latter serves as the survivor. The firm manages customized investment solutions for individuals, families, institutions, and other entities. | Membro del Comitato di Investimento | 02/11/2017 |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Analyst-Equity | - |
Formazione di Max Knapp
| West Virginia Wesleyan College | Undergraduate Degree |
| Vanderbilt University | Graduate Degree |
Esperienze
Posizioni ricoperte
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Relazioni di 1° grado
Aziende connesse in 1º grado
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Società collegate
| Aziende private | 2 |
|---|---|
United Bank, Inc.
United Bank, Inc. Investment ManagersFinance United Bank, Inc. is an investment advisor headquartered in Parkersburg, West Virginia. On 02 November 2018, United Bankshares, Inc. (NASDAQ: UBSI) consolidated its two banking subsidiaries, merging United Bank, Inc. into United Bank (Vienna, Virginia) where the latter serves as the survivor. The firm manages customized investment solutions for individuals, families, institutions, and other entities. | Finance |
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Finance |
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