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Max Rodriguez 2025-05-27 at 11.22_edited.png

Max Rodriguez

Max Rodriguez is a business development professional with over 25 years experience in finance and asset management.   He currently serves his clients through Prism Equity Partners, an advisory and placement firm.  Max was previously a member of Barings’ Global Business Development Group.  Prior he was with Tocqueville Asset Management, First Pacific Advisors and JP Morgan.  Max holds a B.S. in Finance from Boston College and an MBA from the Marshall School of Business at the University of Southern California. He is also a member of the CFA Institute, and holds Series 7 and 63 securities licenses.

+1-860-838-3332

1006 South Main Street, Plantsville, CT 06479

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