Max Schindler serves as a Managing Director of Ellsworth Advisors. Max started his wealth management career in 2005 as an 18-year-old intern. Over the past 15 years, he has developed substantial expertise managing corporate retirement plans such as 401(k)s, 403(b)s, profit sharing plans, cash balance plans, simple IRAs and ESOPs. As a result of his experience, Max oversees Ellsworth Advisors’ retirement plan consulting practice. In addition to his work with corporate retirement plans, he also provides comprehensive wealth management and financial planning to individuals and families. As a founding partner of Ellsworth Advisors, he is actively engaged in overall firm management, strategy and business development.
Max started his career after graduating from high school, working as an intern at Robert W. Baird. He transferred from The University of Dayton to John Carroll University to work full time while obtaining his bachelor’s degree in Accountancy. Upon graduation, Max joined the team full time at Morgan Stanley in 2009 and became fully licensed in 2010. Alongside Tim Clepper and Kelly Kuennen, Max established Ellsworth Advisors in 2015.
Max is involved with several charitable organizations including the Cystic Fibrosis (CF) Foundation – Northern Ohio Chapter, Santa PICsU, and serves as an Ambassador for Akron Children’s Hospital. In his spare time, Max enjoys golfing, watching Cleveland sports and spending time with friends and family. He lives in Brunswick, Ohio with his wife Amanda, and daughters Lennon and Murphy.