Max H. Bastien, CFA
Senior Portfolio Manager
Max Bastien is a Senior Portfolio Manager for Johnson Financial Group. In his role, Max is intimately involved in the formulation, execution and oversight of the firm’s investment philosophy and strategies across asset classes. He oversees the construction and implementation of client portfolios, sources new investment opportunities, reports on client portfolios and manages the investments team.
Prior to joining JFG, Max has held a variety of investment, management, and operations roles focused on Private Equity and Venture Capital investments. His previous experience includes time spent at Partners Group, The Broe Group, Three Leaf Ventures, and the State of Colorado Treasury. Max graduated from the University of Colorado at Boulder with a Bachelor of Science in Business Administration with an emphasis in Finance. He has also been awarded the Chartered Financial Analyst (CFA) designation.
In his spare time, Max enjoys exploring the mountains of Colorado with his wife and daughter, including skiing, hiking, climbing, and travelling.