About the Show
Bridging the gap is an all-new podcast hosted by CEO Matt Reiner focused on bringing together leaders from the finance and the technology industries to focus on innovating the financial services industry.
About the guest
Technologist, leader, efficiency-driven, and driver of change. These are just some of the words I pulled from my conversation with Winthrop Wealth CEO, Max Winthrop as we discuss the wealth management industry and how firms can run more efficiently while leveraging technology. Max lives by three main principles: Passion, Focus, and execution. And each of these shows in the firm that he now heads up and the innovative focus they have in regards to creating an extremely efficient firm, that delivers above and beyond value to clients and is leading the way in regards to how they are using technology to both of these. With over $1 billion in AUM, Max and are a poster child for efficiency and growth and we are lucky enough to have him on the podcast today to share some insights with all of us.
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