Max Xu

Incoming Summer Analyst 2025 at UBS

Max Xu currently serves as the Executive Vice President and Leadership Development Committee Chair at Scholars of Finance, where involvement began in September 2022. Additionally, Max is an Equity Research Analyst at the Knall-Cohen Fund - Indiana University and holds multiple roles at Envision Capital Management Group, including Portfolio Manager, Senior Analyst, and Investment Analyst since August 2022. Max also contributes as an Economic Analyst in the Portfolio Management Club and has previous experience as a Commission Sales Associate at Nordstrom and a Private Equity Intern at Alpex Capital. Max's career started with a role as a Collections Representative at BERMAN & RABIN, P.A. Educational background includes pursuing a Bachelor's degree in Finance at Indiana University - Kelley School of Business and a High School Diploma from Blue Valley Northwest High School.

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