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Max Shefte-Jacobs

Client Service Specialist

Max has worked as a financial advisor’s assistant since 2014, and gained a wide set of skills in doing so. At work he enjoys being able to support his colleagues and helping them provide excellent customer service. He believes strongly that it is important to invest where your values are, and has been an SRI investor since he was 18.

Max graduated from University of Vermont with a bachelor’s degree in studio art, and a minor in sustainable landscape horticulture. During his four years at college he had opportunities to study abroad in Oaxaca, Mexico and work as an intern for a small tourism company in the Galapagos Islands. Before beginning his career in the Socially Responsible Investing industry, he worked as a ski instructor in Vermont, with a tourism company based in Denver and as a landscaper. 

Max lives with his wife, six-month old daughter, and dog in Salida, CO, where he works from his home office. In his free time Max enjoys telemark skiing in the winter, and mountain biking and skateboarding in the summer. He also volunteers with Salida Mountain Trails, a non-profit dedicated to building and maintaining local biking and hiking trails. Staying active, and spending quality time with family help him maintain a  positive and productive mindset at work.

Education, Designations and Registrations

  • BA, Studio Art, University of Vermont