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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| HB Wealth | Investment Research Analyst | Sep 2023 to Present | — |
| Siemens | Financial Analyst | Mar 2022 to Sep 2023 | — |
| Siemens | Financial Reporting Analyst | Jul 2020 to Mar 2022 | — |
| Siemens | Summer Analyst | Apr 2019 to Jul 2019 | — |
Education
University of Georgia - Terry College of Business
Others at HB Wealth Management, LLC (23)
| Name | Role | Location |
|---|---|---|
D David Citron | CIO | Baltimore, MD , United States |
| Principal | Atlanta, GA , United States | |
| Principal | Tampa, FL , United States | |
J Josh Rowe | Principal | Baltimore, MD , United States |
K Kerstin Wiles | Senior Associate | Suwanee, GA , United States |
| Senior Associate | Alpharetta, GA , United States | |
N Noreen Frost | Partner, Portfolio Manager | Towson, MD , United States |
| Senior Trader and Associate Portfolio Manager | Towson, MD , United States | |
| Partner | Denver, CO , United States | |
| Partner | Cockeysville, MD , United States |
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