Maxwell Byron
Boston
Summary
Responsible for overseeing over one thousand client accounts with extensive background in portfolio analysis and asset management. Adept at evaluating and digesting financial data and analysis to execute strategic investment decisions, having managed diverse portfolios and working hand in hand with investment, and client advisors. Demonstrated expertise in Eclipse trading and internal modeling, bolstering strong analytical and communication skill within a team oriented environment.
Overview
8
8
years of professional experience
Work History
Portfolio Analyst
F.L. Putnam
2024.06 - Current
- At a $13B Registered Investment Advisor (RIA), I support the investment process by executing trades, maintaining portfolio alignment with investment objectives, and ensuring operational accuracy across client accounts.
- Work closely with portfolio managers and advisors to implement strategies and support new client onboarding in accordance with model guidelines.
- Currently in pursuit of a CFP (Certified Financial Planner) as of February 2026
Wealth Management Intern
F.L. Putnam
2022.06 - 2023.08
- Intern at $13B Registered Investment Advisor (RIA). Assisted Client Advisors and Marketing team with outreach activities, including heavy use of Salesforce CRM. Drafted presentations for affiliate firms using Microsoft Office tools (Powerpoint, XL).
Counselor
Star Camps
2018.06 - 2021.08
- Counselor at summer day camp founded by my former Middle School Advisor at the Fenn School. Led basketball and baseball instruction and activities for kids aged 8-13.
Education
Graduate -
Colby College
Waterville, ME2026-06
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The Derryfield School
Manchester, NH2020-06
Skills
- Cash flow management
- Cash flow analysis
- Portfolio management
- Data analytics
- Asset allocation
- Investment strategies
- Trading platform algorithms
- Portfolio strategy
- Trading operations
AWARDS
Derryfield School Athlete of the Year 2020, 2nd Team All-State NH Basketball Team 2019, 2020, 1000-Point Scorer in High School, 2-Year Captain of Varsity Basketball Team, 3-Sport Varsity Athlete (Basketball, Soccer, Lacrosse)
Timeline
Portfolio Analyst
F.L. Putnam
2024.06 - Current
Wealth Management Intern
F.L. Putnam
2022.06 - 2023.08
Counselor
Star Camps
2018.06 - 2021.08
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The Derryfield School
Graduate -
Colby College