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Max M. McCain
Portfolio Manager-Equities at
Sonata Capital Group, Inc.
Profile
Mr. Max M.
McCain is a Director & Portfolio Manager at Sonata Capital Group, Inc. He 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.
He is a graduate of Washington State University.
Max M. McCain active positions
| Companies | Position | Start |
|---|---|---|
Sonata Capital Group, Inc.
 Sonata Capital Group, Inc. Investment ManagersFinance Sonata’s investment approach begins with an understanding of their client’s specific needs, goals, and investment preferences. With this foundation, they focus on the four controllable factors that drive long-term investment results: (1) Strategic Asset Allocation, (2) Broad Diversification, (3) Researched Assets and Manager Selection, and (4) Disciplined Rebalancing. In most cases, portfolios consist of broadly diversified market investments in US and International Equities, Fixed Income, and Cash equivalents. | Portfolio Manager-Equities | 01/01/2000 |
Training of Max M. McCain
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
42
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Sonata Capital Group, Inc.
Sonata Capital Group, Inc. Investment ManagersFinance Sonata’s investment approach begins with an understanding of their client’s specific needs, goals, and investment preferences. With this foundation, they focus on the four controllable factors that drive long-term investment results: (1) Strategic Asset Allocation, (2) Broad Diversification, (3) Researched Assets and Manager Selection, and (4) Disciplined Rebalancing. In most cases, portfolios consist of broadly diversified market investments in US and International Equities, Fixed Income, and Cash equivalents. | Finance |
Washington State University
 Washington State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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