Max Isaacman, Investment Adviser Representative

Max Isaacman is a writer and investment adviser in San Francisco. He wrote the groundbreaking first ETF book, How to be an Index Investor (2000); the first Nasdaq Market book, The Nasdaq Investor (2001); and the factor-based book Investing with Intelligent ETFs (2008), all published by McGraw-Hill. He wrote Winning with ETF Strategies (Financial Times Press/Shanghai University of Finance and Economics Press, 2013).

He was a columnist for the award-winning San Francisco Examiner, wrote for Delta Airlines SKY magazine, Financial Technology News, American Association of Independent Investors Journal, the Emmy Award-winning website Minyanville.com and other print and digital publishers. He writes for Worth magazine.

For many years, Isaacman was the institutional department manager at East/West Securities. He helped build and manage an office and was a partner at Cowen & Company. Max was a vice president at Lehman Brothers, a representative at Merrill Lynch, a vice president at the Bank of California and other financial firms.

After about 45 years of practicing yoga, Max still does it, pretty much daily. He thinks everybody should do yoga, especially when they get older.

Max and wife, Joyce, spend what time they have when not working visiting children and grandchildren.

Phone: 415-596-8092 | Email: exch13@aol.com | LinkedIn