Analyst
Truist
Equibles does not estimate personal net worth.
Max is recorded as Analyst at Truist. Max has spoken on 2 earnings calls across 2 companies, most recently for Equitable Holdings, Inc. on November 3, 2026. Those appearances were for Equitable Holdings, Inc. (EQH) and F&G Annuities & Life, Inc. (FG). The companies whose calls Max spoke on are classified in the Financial Services sector.
“You had highlighted the institutional pipeline at AB, but what are you seeing in private wealth and the retail channels, and how would you expect flows to trend there?”
“And then I guess moving to MYGAs, can you give us an update on what you're seeing in that market? I assume with the volume in the quarter returns maybe are still more attractive elsewhere, but an update on the MYGAs would be great.”
Truist
Analyst
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Asset Management · Financial Services
Insurance - Life · Financial Services
