Max serves as one of our managing partners at Weintraub Financial LLC. In his role, Max handles the day to day operations of the firm. A strong supporter of education, Max utilizes todays technology as well as the principles instilled in him from his mentor and dad, Jay Weintraub, who enjoyed a 49 year career as a financial advisor. Max enjoys supporting business owners and families understand their financial pictures.
Max has been in the financial services industry since 2013, having started as a junior advisor for a Wealth Management team at First Niagara Bank. He joined Weintraub Financial LLC in 2016, eventually taking over in 2025. He holds his FINRA series 6, 7, and 63 through LPL Financial, his series 65 through Private Advisor Group, and his Life and Health Insurance licenses for the state of PA.
Max, his wife Alex, and his two boys Cole and Nolan currently reside in Jamison. He is actively involved in his community, often supporting local events. He has also been a board member of the Centennial Education Foundation for over 8 years, serving as President for three years.