Max Pauly, CFA

Max Pauly is a private wealth consultant at Thornburg Investment Management, where he is responsible for client relationship management and business development across the Midwest within the registered investment advisor (RIA) and bank trust channels. He brings experience across distribution, manager research, and investment due diligence, with a career focused on helping advisors and institutions identify investment solutions that support long-term client outcomes.

Prior to joining Thornburg, Max was a director of business development at Diamond Hill Capital Management, where he partnered with RIAs and bank trust firms throughout the Midwest and Northeast. Earlier in his career, he worked in manager research and due diligence roles for both a large RIA and an institutional investment consulting firm, evaluating investment managers and supporting portfolio construction decisions.

Max holds a BBA in finance and a BS in accounting from the University of Kentucky. He is a CFA charterholder and is currently registered with FINRA with a Series 7 and 63. Max resides in Columbus, Ohio, with his family.