
Maxwell LangMaxwell LangWealth Advisor
About Maxwell
Maxwell Lang is a Wealth Advisor with J.P. Morgan Wealth Management. As a member of The Lang Group, he provides wealth management, portfolio strategy and design, investment consulting and executive services for high-net-worth clients, institutions and small business owners.
An accomplished student of the markets, Max takes a scientific view of the investment process, and employs fundamental and technical analysis to provide financial insights based on a study of quantitative patterns. He looks intently at data such as earnings momentum and examines it to identify trends that help guide the team's investment services.
Max offers clients highly personalized attention, and constructs and implements strategies for high-net-worth clients that target specific financial goals such as education, home purchases and retirement income. He also works with sophisticated investors who have more distinctive and complex objectives. For self-directed investors, he provides trading insights and education.
Max manages a growth portfolio of his own design, employing equity strategies that are proprietary to The Lang Group. He manages this portfolio in-house, avoiding outside advisors and additional fees.
Prior to joining J.P. Morgan in 2015, Max was an Associate at Morgan Stanley Wealth Management, where he focused on marketing and research. He began his career as a summer analyst during an internship at J.P. Morgan.
Max graduated from Vanderbilt University with B.A. in Physics and a minor in Finance. While there, he gained an appreciation for the scientific method, and developed his statistical and data analysis skills.
Max lives in Chestnut Hill, and in his free time enjoys sports and playing the piano. He is a passionate golfer still perfecting his game.
Insights

Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Consumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now

The volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read Now
Market whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read Now
Embrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read Now
Your concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Consumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now

The volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read Now
Market whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read Now
Embrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read Now
Your concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read Now