Profile
Max Gokhman worked as an Investment Banking Analyst at Wedbush Securities, Inc. He then worked as the Head of Asset Allocation at Pacific Life Fund Advisors LLC from 2014 to 2021.
He also worked as a Consultant at oDesk Corp.
and as a Portfolio Manager at Mellon Investments Corp.
In 2021, he became the President & Chief Investment Officer at Alphatrai Funds, Inc. Mr. Gokhman received his undergraduate degree from Claremont McKenna College.
Former positions of Max Gokhman
Companies | Position | End |
---|---|---|
Alphatrai Funds, Inc.
Alphatrai Funds, Inc. Investment ManagersFinance Alphatrai Funds, Inc. is a private company based in Corte Madera, CA. Alphatrai Funds, Inc. was founded in 2018 by Andreas Roell. The CEO is Bruce I. Lavine. | President | 2022-11-30 |
Pacific Life Fund Advisors LLC
Pacific Life Fund Advisors LLC Investment ManagersFinance Pacific Life Fund Advisors LLC (PLFA) is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Brian Robertson in 2007 and they are a direct subsidiary of Pacific Life Insurance Co., an indirect, wholly-owned subsidiary of Pacific Mutual Holding Co. PLFA provides discretionary investment advisory services to US open-ended mutual funds and a private investment fund. | Portfolio Manager-Equities | 2021-07-31 |
Mellon Investments Corp.
Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients. | Corporate Officer/Principal | - |
Wedbush Securities, Inc.
Wedbush Securities, Inc. Investment Banks/BrokersFinance Wedbush Securities, Inc. is a full-service investment bank and brokerage firm headquartered in Los Angeles, California. The firm was founded in 1955 as Wedbush Morgan Securities, Inc. They are a subsidiary of Wedbush Financial Services LLC, which is owned by Wedbush, Inc. Wedbush Securities provides a wide range of securities brokerage, wealth management, and investment banking services to private and institutional clients. Their research focuses on providing coverage of small and mid-sized companies in the following industries: (1) consumer products and services (2) technology (3) entertainment and media (4) life sciences and (5) industrial growth and clean technology. | Corporate Officer/Principal | - |
oDesk Corp.
oDesk Corp. Internet Software/ServicesTechnology Services oDesk Corp. develops and manages an online job marketplace. It offers recruitment and job placement services for website developers, software programmers, graphic designers, writers, customer service representatives, and virtual assistants. The firm offers enterprise solutions, payroll services, and health benefits. The company was founded by Odysseas Tsatalos and Stratis Karamanlakis in 2002 and is headquartered in Redwood City, CA. | Corporate Officer/Principal | - |
Training of Max Gokhman
Claremont McKenna College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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Pacific Life Fund Advisors LLC
Pacific Life Fund Advisors LLC Investment ManagersFinance Pacific Life Fund Advisors LLC (PLFA) is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Brian Robertson in 2007 and they are a direct subsidiary of Pacific Life Insurance Co., an indirect, wholly-owned subsidiary of Pacific Mutual Holding Co. PLFA provides discretionary investment advisory services to US open-ended mutual funds and a private investment fund. | Finance |
oDesk Corp.
oDesk Corp. Internet Software/ServicesTechnology Services oDesk Corp. develops and manages an online job marketplace. It offers recruitment and job placement services for website developers, software programmers, graphic designers, writers, customer service representatives, and virtual assistants. The firm offers enterprise solutions, payroll services, and health benefits. The company was founded by Odysseas Tsatalos and Stratis Karamanlakis in 2002 and is headquartered in Redwood City, CA. | Technology Services |
Wedbush Securities, Inc.
Wedbush Securities, Inc. Investment Banks/BrokersFinance Wedbush Securities, Inc. is a full-service investment bank and brokerage firm headquartered in Los Angeles, California. The firm was founded in 1955 as Wedbush Morgan Securities, Inc. They are a subsidiary of Wedbush Financial Services LLC, which is owned by Wedbush, Inc. Wedbush Securities provides a wide range of securities brokerage, wealth management, and investment banking services to private and institutional clients. Their research focuses on providing coverage of small and mid-sized companies in the following industries: (1) consumer products and services (2) technology (3) entertainment and media (4) life sciences and (5) industrial growth and clean technology. | Finance |
Mellon Investments Corp.
Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients. | Finance |
Alphatrai Funds, Inc.
Alphatrai Funds, Inc. Investment ManagersFinance Alphatrai Funds, Inc. is a private company based in Corte Madera, CA. Alphatrai Funds, Inc. was founded in 2018 by Andreas Roell. The CEO is Bruce I. Lavine. | Finance |
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