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Max Koep

Director, Growth Initiatives

Max is a Director of Growth Initiatives at Composition Wealth and focuses on organic and inorganic growth. His role is pivotal in streamlining acquisitions, introducing and scaling referral streams, and improving the efficiency of our advisory teams.

Prior to joining Composition Wealth, Max was a Business Analyst at Freestone Capital Management, a $9B RIA in Seattle, Washington. Max also worked at a boutique investment fund based out of New York called Agena Investment Management leading their quantitative modeling efforts and go-to-market approach.

Max received his Bachelor’s degree from Virginia Tech’s Pamplin College of Business. Outside of work, he is an avid skier, tennis player, and spikeballer. He prioritizes getting out and exploring the mountains.

Fun Facts:

  • He has asphalt in his face (avoid street car tracks on bikes)
  • His grandparents were born on 4 different continents
  • He is an avid skier and has logged more than 40 days of the last 4 ski-seasons