Max Fils is the Investment Operations & Technology Analyst at Beatrice Advisors. Drawing on his technical background, he maintains the integrity of investment and client portfolio data, develops investment analysis and portfolio monitoring tools, and manages the firm’s day-to-day technology needs. He continuously identifies and implements improvements across the firm with a focus on security, innovation, and performance.
Prior to joining Beatrice Advisors, Max founded a Web Design & Development Agency where he applied his technical expertise and creativity to build, launch, and manage client websites across industries ranging from finance to retail. In that role, he helped clients design and deploy revenue-generating strategies that delivered measurable results.
Max holds a Bachelor of Arts in Computer Science with a minor in Mathematics and a concentration in Data Science and Software Development from CUNY Hunter College. He also earned the Bloomberg Market Concepts (BMC) Certificate during his internship at Beatrice Advisors.
An avid tinkerer, Max builds everything from custom watches to AI workstations and has his sights set on skydiving and earning his pilot’s license.
