Max McCainMax McCain
Director, Portfolio Manager

Max has been with Sonata since our founding in 2000. He currently works with clients as a Portfolio Manager, designing and implementing individualized wealth management strategies. He has served Sonata previously as the Director of Marketing and Communications, and as an Account Manager. Prior to that, he spent two years playing professional golf. Max is a graduate of Washington State University.

Professional & Community Activities:

  • Max has previously sat on the board of the Washington State University Athletic Foundation of King County
  • Resource Development Boys & Girls Clubs of King County
  • Marketing and Communications Committees Boys & Girls Clubs of King County

Favorite Quote:

  • “A life is not important, except in the impact it has on other lives.” Jackie Robinson

Where to find Max when he is not at work:

  • Spending time with family and friends
  • Working on his game at a local golf course
  • A park with his Yellow Labrador Henry

Clients Max works with:

  • Individuals looking to build and safeguard assets
  • Families who desire a holistic approach to all of their investment needs
  • Foundations seeking to grow and preserve their endowments

Best Part of My Job:

  • Helping clients understand and embrace a wealth management plan specifically
    designed to achieve their goals and objectives

Three words that best describe me:

  • Loyal
  • Engaging
  • Vigilant