Max Mintz


Metuchen, New Jersey

Services Offered:

  • College Savings
  • Estate
  • Financial Planning
  • Investment Management
  • Retirement

Fee Structure:

  • AUM
  • Hourly
  • Commission

Fee Only?     no

Disclosures

About Me

Top Issues

Environment

Human Rights

Expertise

Max Mintz joined Common Interests in 2012 and is the firm’s resident technology expert. His specialties include Student Loans, Impact Investing and the trading and re-balancing of our client accounts.

Max first discovered Responsible Investing as a client of Common Interests. In the process of obtaining his degree in Philosophy at Rutgers College, he discovered an interest in Ethics, and while he never expected to be in finance, he has found his calling by connecting his studies with his interest in Economics and data analysis. Max has a passion for helping clients align their investments with their values and relies on his ethics training to help clients work out which of their values they want to express in their portfolios (and manage the compromises that occur when balancing different issues) and figure out solutions.

Passion for Impact

Max serves as the Treasurer for the Alliance for New Jersey Environmental Education where he takes pride in supporting educators working on the front lines educating the next generation to become responsible stewards of the environment. His dog comes into the office nearly every day and serves as the firm's Chief Morale Officer. You can even request his presence on our appointment scheduling tool!

Certified B Corp - Best For The World Customers

Common Interests became a Certified B Corp in 2014 to 'put our money where our mouth is'. Through the B Impact Assessment, we try to hold our firm to the same (or higher) standards as we hold our investments. 

Years of Experience

6

Credentials

  • BA - Bachelor of Arts
    Philosophy
    Rutgers 2010

Exams Taken

  • Series 7
  • Series 66