Max Crownover
Max Crownover is a Wealth Manager specializing in working with high-net-worth and ultra-high-net-worth families, business owners, senior executives, medical professionals, and family offices. He brings a disciplined, institutional approach to investment management combined with comprehensive financial planning designed to help clients make smarter decisions across every dimension of their financial lives.
Max’s background spans bespoke portfolio construction to advanced planning strategies, with a particular focus on tax optimization. He works closely with clients to reduce lifetime tax burdens through thoughtful portfolio construction, asset location, transition planning, and coordination across investments, retirement, insurance, and estate considerations. His goal is to create durable, efficient financial structures that support both long-term wealth preservation and current lifestyle needs.
At Modern Private Wealth
In addition to traditional public and private market strategies, Max has experience in digital assets and holds a certification in the Economics of Blockchain and Digital Assets from Wharton. He approaches emerging technologies with the same analytical rigor applied to institutional investing, viewing them as one component of a diversified, risk-aware portfolio when appropriate.
Max graduated from Penn State University with a business degree and holds life and health insurance licenses, as well as his Series 6, 63, 65, and 7 licenses. He currently resides in the Lawrenceville neighborhood of Pittsburgh with his girlfriend, Nicki. Outside of work, he enjoys golf, fitness, and reading, and values continuous learning both professionally and personally.
A Note From
Max Crownover
“You can’t predict. You can prepare.”
Experience Wealth, Redefined.
Whether you’re planning for generations or optimizing today, we’ll help you orchestrate your wealth with clarity and confidence.
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