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Max Lishansky
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Finance
Consumer Services
Profile
Previously Mr. Lishansky was an analyst at Citigroup Smith Barney regional headquarters where he created investment portfolios with a team which serves as adviser to over $1 billion in high-net-worth client assets.
Prior to that, Mr. Lishansky was an analyst at Partnervest Financial Group, a full service brokerage firm in Santa Barbara, where he specialized in working with advisers to create client portfolios for over $200 million in assets.
In these roles, Mr. Lishansky combined investment theory, market research, and client objectives to create customized investment portfolios.
He began his career at West End Partners, a turnaround and restructuring firm to middle-market private and public companies, where he created financial models and conducted analysis of strategic mergers and acquisitions for the firms’ clients.
Mr. Lishansky earned his B.A. from University of California at Santa Barbara while competing on their Division I track and field team, and earning Dean’s Honors.
He holds the Series 66 industry license and during his service with brokerage firms, he held the Series 7 license.
Former positions of Max Lishansky
| Companies | Position | End |
|---|---|---|
Pi Capital, Inc.
 Pi Capital, Inc. Investment ManagersFinance Pi Capital specializes in a disciplined quantitative approach across various asset classes including equities, bonds and fixed-income, commodities and derivatives. They utilize a top-down strategy allocation methodology combined with rigorous manager evaluations to create portfolios with stable risk, return and correlation characteristics over the long-term. | Portfolio Manager-Equities | 30/11/2008 |
| CITIGROUP INC. | Corporate Officer/Principal | - |
Training of Max Lishansky
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
Citigroup, Inc.
 Citigroup, Inc. Major BanksFinance Provides retail, investment, commercial banking, brand cards, securities sale & exchanges services | Finance |
University of California, Santa Barbara
 University of California, Santa Barbara Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pi Capital, Inc.
Pi Capital, Inc. Investment ManagersFinance Pi Capital specializes in a disciplined quantitative approach across various asset classes including equities, bonds and fixed-income, commodities and derivatives. They utilize a top-down strategy allocation methodology combined with rigorous manager evaluations to create portfolios with stable risk, return and correlation characteristics over the long-term. | Finance |
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