Max Ross
@maxross
I build agentic AI workflows for financial services, underwriting, and investment decisions.
What I'm looking for
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
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
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
Bachelor of Science, Applied Mathematics
Bachelor of Science in Applied Mathematics with coursework in applied statistics, numerical methods, linear optimization, and cryptology.
Availability
Location
Authorized to work in
Portfolio
thedailydebrief.coJob categories
Skills
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