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Max RossMR
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Max Ross

@maxross

I build agentic AI workflows for financial services, underwriting, and investment decisions.

Zimbabwe
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What I'm looking for

I'm seeking a forward-deployed role where I can combine financial services knowledge with hands-on applied AI building, translating underwriting, diligence, and investment workflows into working AI solutions.

I've built and launched thedailydebrief.co, an AI-powered personalized newsletter running in production on the Anthropic Claude API. I designed the full stack with Next.js, Supabase, Inngest, Resend, and Vercel.

At Ross Family Office, I oversee investment strategy and portfolio management across private equity, credit, and alternative assets. I also build agentic research and document workflows for investment policy materials, meeting preparation, deal research, recurring analysis, and reporting.

Previously at The Hartford, I independently underwrote commercial accounts, led diligence conversations with business owners and advisors, and improved the submission-to-decision process through a consolidated data workflow adopted across the team.

My background in applied mathematics, statistics, commercial underwriting, credit analysis, and portfolio management helps me translate how financial functions operate into practical AI systems. I'm seeking a forward-deployed role where financial services knowledge and applied AI building meet.

Experience

Work history, roles, and key accomplishments

RO
Current

Lead Investment Manager

Ross Family Office

Jun 2025 - Present (1 year 2 months)

Oversees investment strategy and portfolio management across a diversified family office, applying quantitative frameworks to evaluate opportunities across private equity, credit, and alternative assets. Conducts financial due diligence and prepares investment memos for stakeholders.

Education

Degrees, certifications, and relevant coursework

University of Texas at El Paso logoUP

University of Texas at El Paso

Graduate Coursework, Statistics

2022 - 2023

Graduate coursework in statistics, including data mining, machine learning, and foundations of statistics and econometrics.

University of Texas at El Paso logoUP

University of Texas at El Paso

Bachelor of Science, Applied Mathematics

Bachelor of Science in Applied Mathematics with coursework in applied statistics, numerical methods, linear optimization, and cryptology.

Tech stack

Software and tools used professionally

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