Maximillian (Max) Fortmuller

Max has been in the family office industry for 10 years, working in both the operations and finance side of the industry. He has participated on panels for the Canadian Private Family Office Invitational and the then Canadian Association of Family Enterprise (now the Family Enterprise Exchange). He graduated in 2007 from Eastern New Mexico University with a Bachelor of Business Administration with Agriculture and attended the university on a Bull-riding Scholarship (he has since retired). Max was born in Germany and is fluent in the German language.

Currently, he is an analyst at the firm. He is also the treasurer of the Nextgen Business Group, a group that is based on the collaboration of the next generation of family members that work in either family offices or family operating businesses.

Max enjoys spending time outdoors with his wife and daughter, while also enjoying hunting in the fall and snowboarding during the winter.

The GENn Team:

Kevin D. Algar, JD, CIMA®, CIM®, CFP®, CLU®, TEP, FEA

President & CEO

Dennis Nerland, Q.C.

Advisory Board Member

David V. Richards, FCPA,CA

Advisory Board Member

Dr. Lloyd Steier, Ph.D.

Advisory Board Member

Aly Pain

Family Council Lead

Robert (Bob) Tien, CPA®, CA, BComm, BSc

Chief Financial Officer

Valerie Leibel

Senior Accountant

Jared Wolk, CFA®, CAIA®

Portfolio Manager & Chief Investment Officer *

Maximilian (Max) Fortmuller, BAA

Analyst *

Rustem Jamburbayev, CFA®

Portfolio Analyst *

Robert (Rob) Koski, CFP®

Director of Financial Planning and Risk Management

Annette Kassner

Office Manager

Larisa Wilson

Office Manager

*Denotes employees of GENn Investment Counsel Ltd.

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