About
Max Hubbard is an Investment Analyst at Meritage Group, based in New York, NY, where he focuses on analyzing investment opportunities and supporting portfolio management across a variety of asset classes. His responsibilities include conducting fundamental research, developing investment theses, and contributing to the firm’s direct investment strategies.
Prior to joining Meritage Group in 2017, Max worked at Bank of America Merrill Lynch, specializing in High Yield Credit Research from 2012 to 2017 and beginning his career as a Summer Analyst in Global Markets in 2011. This background gives him expertise in credit markets, especially high yield corporate debt, leveraged finance, and distressed securities.
Max holds a Bachelor of Arts in Economics and Biology from Swarthmore College and is an alumnus of St. Albans School in Washington, D.C. His analytical strengths and sector knowledge center on credit, corporate fixed income, and alternative investments, with a proven track record in deal analysis and due diligence for institutional portfolios.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Meritage Group | Investment Analyst | Oct 2017 to Present | High yield, leveraged loans, private credit & distressed credit |
| Bank of America Merrill Lynch | High Yield Credit Research | Jun 2012 to Oct 2017 | — |
| Bank of America Merrill Lynch | Summer Analyst - Global Markets | Jun 2011 to Aug 2011 | — |
Education
Swarthmore College
Bachelor of the Arts, Economics, Biology
2008 — 2012
St. Albans School (D.C.)
2004 — 2008
Skills & Expertise
Others at Meritage Group LP (6)
| Name | Role | Location |
|---|---|---|
 | Investment Analyst | Chicago, IL , United States |
R Robert Marani | principal | Aptos, CA , United States |
V Victor Dowling | Trader | Greenwich, CT , United States |
D Douglas S | Analyst | Boston, MA , United States |
N Nick Brienzi | Investment Analyst | San Francisco, CA , United States |
 | Vice President, Private Equity | Boston, MA , United States |