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Max Hurd

Max Hurd

Investment Research Analyst at HB Wealth Management, LLC

Atlanta, GA , United States

About

Max Hurd, CFA, is an Investment Research Analyst at HB Wealth in Atlanta, GA, where he specializes in fixed income research and analysis. He joined HB Wealth in October 2023, bringing a focused expertise in bond markets, interest rate trends, and credit strategies to the investment team. Max's role emphasizes providing institutional-level insight into public fixed income portfolios and supporting investment decisions across a range of client mandates.

Prior to his current position, Max built his financial acumen at Siemens, serving first as a Financial Reporting Analyst and later as a Financial Analyst from 2020 to 2023. In these roles, he developed expertise in corporate financial analysis, reporting, and budgeting, gaining experience with diverse financial instruments and contributing to process improvement initiatives.

Max holds a degree from the University of Georgia – Terry College of Business and has earned the Chartered Financial Analyst (CFA) designation, reflecting his commitment to rigorous analytical standards and ethical investment practices. His professional interests center on the fixed income sector, including government bonds, corporate debt, and interest rate strategies, with a reputation for disciplined research and actionable investment recommendations.

Career History

OrganizationRoleDate RangeDetails
HB WealthInvestment Research AnalystSep 2023 to Present
SiemensFinancial AnalystMar 2022 to Sep 2023
SiemensFinancial Reporting AnalystJul 2020 to Mar 2022
SiemensSummer AnalystApr 2019 to Jul 2019

Education

University of Georgia - Terry College of Business

Others at HB Wealth Management, LLC (23)

NameRoleLocation
D
David Citron
CIOBaltimore, MD , United States
Frank Butterfield
Frank Butterfield
PrincipalAtlanta, GA , United States
John Willoughby
John Willoughby
PrincipalTampa, FL , United States
J
Josh Rowe
PrincipalBaltimore, MD , United States
K
Kerstin Wiles
Senior AssociateSuwanee, GA , United States
Milton Pullen
Milton Pullen
Senior AssociateAlpharetta, GA , United States
N
Noreen Frost
Partner, Portfolio ManagerTowson, MD , United States
Sean Anderson
Sean Anderson
Senior Trader and Associate Portfolio ManagerTowson, MD , United States
Barbara Li
Barbara Li
PartnerDenver, CO , United States
Bob Killebrew
Bob Killebrew
PartnerCockeysville, MD , United States
Showing 1-10 of 23 team members

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