Max Leadership Team
Our team is comprised of seasoned professionals with deep experience in finance, technology, and customer service, united by our mission to empower individuals and financial advisors with innovative financial solutions.
Gary Zimmerman
Founder and Chief Executive Officer
Mr. Zimmerman developed the idea for Max during the financial crisis and leads the strategic direction of the firm. Prior to founding Max, Mr. Zimmerman was an investment banker at Citigroup, where he was a Managing Director and Global Head of Strategic Solutions for Sovereign Wealth Funds, responsible for advising these funds on their direct investment activities globally. In that role, he spent considerable time in Europe, the Middle East and Asia advising funds with more than $5 trillion of assets under management. Previously, Mr. Zimmerman advised companies and private equity firms on mergers & acquisitions at Citigroup, Societe Generale and Merrill Lynch.
Mr. Zimmerman graduated magna cum laude from Harvard University with a degree in Economics, and subsequently completed an executive education program at the Wharton School of The University of Pennsylvania.
Ateet Adhikari
Chief Operating Officer
Mr. Adhikari leads all operational aspects of Max. His responsibilities encompass supporting and expanding Max’s relationships with partners, identifying new growth and innovation opportunities, overseeing Max’s daily operations, ensuring compliance and driving the customer success program. Additionally, Mr. Adhikari is dedicated to mentoring and developing Max’s highly talented team.
Prior to joining Max, Mr. Adhikari was the Chief Operating Officer of ShopRunner, where he was a key player in the capitalization, growth and ultimate sale of ShopRunner to FedEx in 2020. His leadership extended across strategy, partnerships, account management, operations, innovation, legal, human resources, and governance.
Earlier, Mr. Adhikari served as the Vice President of Sandbox Industries/Healthbox, as a Venture Expert-in-Residence at IDEO, and held roles at McDermott Will & Emery, Huron Consulting Group, and the William J. Clinton Foundation/Clinton Health Access Initiative.
Mr. Adhikari holds a Bachelor’s Degree in Economics from Northwestern University, a Juris Doctorate from the University of Illinois, and a Masters in Public Administration from Harvard University.
Michael Halloran
Head of Partnerships and Business Development
Mr. Halloran leads Max’s business development and partnership initiatives, focusing on forging and fostering relationships with registered investment advisers and wealth management firms. He also leads strategic partnership growth and development.
Prior to Max, Mr. Halloran worked at Morgan Stanley, where he spearheaded new product launches for banking and private wealth management. He also directed the team responsible for global wealth management’s technology partnerships, driving innovation and product expansion.
Before Morgan Stanley, Mr. Halloran was a Managing Director at Scient where he led high-impact digital strategy projects. He began his career at Gemini Consulting (now Capgemini), contributing to the launch of the UK’s first online bank.
Mr. Halloran holds a Bachelor’s degree from Brown University and an MBA from London Business School.
Rachel Bourne
Head of Bank Partnerships
Ms. Bourne is responsible for developing and overseeing our relationships with banks and other financial institutions. She also works with our partner banks to identify new areas for collaboration and product development, ensuring that Max continues to offer market-leading rates and expanded FDIC insurance to Max’s clients.
With more than 12 years of experience in both traditional and online banking, Ms. Bourne played a pivotal role in the first acquisition of a bank by a Fintech, when LendingClub purchased Radius Bank in 2021. Her extensive background includes roles in data analytics, marketing, project management, and relationship management. At Radius Bank, Ms. Bourne led the Fintech and BaaS partnership program, enhancing financial services through innovative collaborations.
Ms. Bourne is a certified financial marketing professional (CFMP) from the American Bankers Association. She holds a Bachelor’s Degree in Business Administration from Colby-Sawyer College and a Master’s Degree in Organizational Leadership from Southern New Hampshire University. At Max, Ms. Bourne leverages her expertise to optimize Max’s cash management solutions, helping Max’s clients earn more on their cash, expand FDIC-insurance and maintain liquidity.
Investors
Max is operated by Six Trees Capital LLC, a privately held financial technology company backed by a group of sophisticated investors who share a common vision for innovation in the financial services sector. Our investors include the former CEOs, COOs and CTOs of some of the world’s largest banks and asset management firms; general partners and investment professionals at leading private equity firms, hedge funds and venture capital firms; partners at leading law firms; experienced technology entrepreneurs; and family offices.