Max Lishansky

Previously Mr. Lishansky was an analyst at Citigroup Smith Barney regional headquarters where he created investment portfolios with a team which serves as adviser to over $1 billion in high-net-worth client assets.
Prior to that, Mr. Lishansky was an analyst at Partnervest Financial Group, a full service brokerage firm in Santa Barbara, where he specialized in working with advisers to create client portfolios for over $200 million in assets.
In these roles, Mr. Lishansky combined investment theory, market research, and client objectives to create customized investment portfolios.
He began his career at West End Partners, a turnaround and restructuring firm to middle-market private and public companies, where he created financial models and conducted analysis of strategic mergers and acquisitions for the firms’ clients.
Mr. Lishansky earned his B.A. from University of California at Santa Barbara while competing on their Division I track and field team, and earning Dean’s Honors.
He holds the Series 66 industry license and during his service with brokerage firms, he held the Series 7 license.