Maxwell Budig

Maxwell Budig, CFA, has extensive experience in investment management, currently serving as a Senior Portfolio Manager, Private Markets and Alternatives Strategist, and Portfolio Manager Team Lead at Fifth Third Bank since June 2013. Maxwell manages investment programs for over 400 client accounts, focusing on investment management and client support, while also leading efforts in securing new business. Previously, as an External Manager Research Analyst, Maxwell conducted due diligence on various investment funds to identify top-tier managers for client portfolios. Maxwell started in the Investment Advisors Leadership Program, gaining insights across multiple areas of Fifth Third's Private Bank. A summer intern at UBS Wealth Management in 2012, Maxwell gained foundational knowledge of the financial services industry. Maxwell holds a Bachelor's Degree in Finance from Miami University, earned between 2009 and 2013.