Profile
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.
Max Knapp active positions
| Companies | Position | Start |
|---|
Former positions of Max Knapp
| Companies | Position | End |
|---|---|---|
United Bank, Inc.
United Bank, Inc. Investment ManagersFinance Profile Unavailable | Investment Committee Member | 2017-11-01 |
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Training of Max Knapp
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
United Bank, Inc.
United Bank, Inc. Investment ManagersFinance Profile Unavailable | Finance |
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Vanderbilt University
Vanderbilt University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
West Virginia Wesleyan College
West Virginia Wesleyan College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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