Max Haspel

Principal, Managing Director & Senior Wealth Advisor at The Colony Group LLC

Max Haspel

Max Haspel

Principal, Managing Director & Senior Wealth Advisor at The Colony Group LLC

Overview
Career Highlights

Blue Water Advisors LLC

RelSci Relationships

982

Number of Boards

1

Interests

Fly-fishing, Boating, Skiing, Family, Travel

Contact Data
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Relationships
RelSci Relationships are individuals Max Haspel likely has professional access to. A relationship does not necessarily indicate a personal connection.

Senior Wealth Advisor at The Colony Group LLC

Relationship likelihood: Strong

Chief Compliance Officer at Blue Water Advisors LLC

Relationship likelihood: Strong

Senior Wealth Advisor at The Colony Group LLC

Relationship likelihood: Strong

Managing Director & Senior Wealth Advisor at The Colony Group LLC

Relationship likelihood: Strong

Chairman & Chief Executive Officer at The Colony Group LLC

Relationship likelihood: Strong

Chief Marketing Officer at The Colony Group LLC

Relationship likelihood: Strong

Director of Private Strategies at The Colony Group LLC

Relationship likelihood: Strong

Director of Human Capital at The Colony Group LLC

Relationship likelihood: Strong

Associate Wealth Advisor Investment Committee Member at Blue Water Advisors LLC

Relationship likelihood: Strong

Executive Vice President & Director of Proprietary Strategies at The Colony Group LLC

Relationship likelihood: Strong

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Max Haspel
Principal, Managing Director & Senior Wealth Advisor at The Colony Group LLC
Education
Economics

Founded in 1819, Colgate University is a highly selective residential liberal arts institution distinguished by academic excellence and interdisciplinary inquiry. Located on a beautiful campus in upstate New York, Colgate takes pride in the active engagement of its students and faculty in local, national, and global communities.

Wharton Certificate in Retirement Planning
Career History
Founder
2001 - Current

Azure WM Holdings LLC provides investment advice. The firm offers services to individuals and families, corporate executives, athletes, professionals, entrepreneurs, and institutions. The company was founded by Max Haspel in 2001 and is headquartered in Babylon, NY.

Principal, Managing Director & Senior Wealth Advisor
Current

The Colony Group works with high net worth individuals and their families, busy corporate executives, retirees and select institutions all across the nation—delivering deep expertise that goes far beyond investment management and encompasses asset allocation, tax and estate planning, retirement planning, risk management, philanthropic planning and the full array of financial counseling services.

Manager/Chief Compliance Officer
2010 - Prior

Haspel Capital Management LLC, part of Focus Financial Partners, Inc., is an American company located in Babylon, NY, that provides investment advice.

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