Eszter Tamas
Portfolio Associate
Phone:
(612) 340-6780(612) 340-6780
Morgan Stanley Private Wealth Management
Maxwell Bull
Managing Director, Private Wealth Management,
Private Wealth Advisor,
Lending Specialist,
Alternative Investments Director,
Workplace Advisor - Equity Compensation
Direct:
(612) 340-6720(612) 340-6720
My Mission Statement
We help affluent families, professionals and business owners protect and enhance their wealth, simplify their financial lives, and generate durable income to sustain the lifestyle they require now and in retirement.
My Story & Services
Drawing on two decades of wealth management experience, Max Bull advises a select clientele of successful individuals and families on all aspects of their complex financial lives. He strives to help each client develop customized investment management and wealth planning solutions based on their unique needs, challenges and aspirations. Max has extensive experience providing strategic investment advice to private business owners, corporate executives and professional athletes. His areas of focus include pre- and post-liquidity event preparation, retirement income planning, tax efficiency, and tailored portfolio management. Max has been named an Alternative Investment Director and Lending Specialist at Morgan Stanley.
Max interned with Morgan Stanley during college and became an Advisor in 2005. He became a Managing Director and earned membership in the firm's prestigious Chairman's Club in 2020. Max was named to On Wall Street magazine's annual listing of Top 40 Advisors Under 40 and Forbes magazine's America's Top Next Generation Wealth Advisors nationally from 2017-2020. He has been recognized by Barron's and Forbes as a Top Financial Advisor in his state and nationally since 2018. Max was named to the Barron's Top 100 Financial Advisors ranking in 2024 and 2025.
Max graduated from the University of Denver with a B.S. in finance. He was a national CoSIDA academic award winner and Co-Captain of the 2003-04 NCAA national championship hockey team. Max is an avid supporter of Shattuck-St. Mary's School, The University of Denver, DAWG Nation Hockey Foundation, Children's Diabetes Foundation and Navy SEAL Foundation. He enjoys spending time with his wife Kea and son Gunnar, travelling, reading, hockey and golf.
Securities Agent: CT, CO, OR, AR, WI, VT, UT, NH, ID, WA, SD, SC, OK, NV, PA, NC, IN, DC, CA, TN, NJ, MN, MI, KY, AK, WY, VA, NE, ME, KS, HI, DE, TX, NY, NM, MO, MA, LA, FL, OH, ND, IL, GA, AZ, MT, MD, IA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1370413
NMLS#: 1370413
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 300 teams specialized in assisting individuals and families with $20MM+ in investable assets
- Over $1.2 trillion in AUM
- Comprising 26% of the Barron’s Top 100 Financial Advisors list for 2025
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, September 2025
Source: Barron's (Awarded March 2025) This ranking was determined based on an evaluation process conducted by Barron's for the period Oct 2023-Sept 2024. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on an algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the assessment of Barron's and may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Working With You
Regardless of what stage your life is in - moving ahead in your career, enjoying retirement, or somewhere in between - as your Financial Advisor, I can help you achieve your financial goals.
Using a suite of tools that includes goal-specific analysis, I can work with you to create a realistic, holistic strategy that integrates the various aspects of your financial life, including your investments and cash management needs.
I can create your personal roadmap to help achieve and protect your goals — a framework that makes the connection between your life goals and your financial resources, and provides a baseline for future discussions.
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
What are Alternative Investments?
Alternatives are the investments that go beyond traditional stocks and bonds. They can open doors to unique opportunities to help grow and protect your wealth, and have long sought to offer enhanced returns, portfolio diversification, lower volatility, as well as potential tax efficiency.
With 45+ years of experience and $230+ billion in client assets invested in alternatives, Morgan Stanley is an industry leader in the asset class. Individuals and institutions can gain access to exclusive offerings, preeminent fund managers and innovative investment opportunities spanning private equity, private credit, real assets, hedge funds and more.
See the link below for more information..
Disclosures
Alternative investments are often speculative and include a high degree of risk. Investors can lose all or a substantial amount of their investment. They may be highly illiquid, can engage in leverage, short-selling and other speculative practices that may increase volatility and the risk of loss, and may be subject to large investment minimums and initial lock-ups. They may involve complex tax structures, tax inefficient investing and delays in distributing important tax information. They may have higher fees and expenses that traditional investments, and such fees and expenses can lower the returns achieved by investors.
Awards
2025 Barron's Top 100 Financial Advisors
Barron's published its first advisor ranking in 2004 to shine a spotlight on the nation’s best wealth managers and raise standards in the industry.
2025 Barron's Top 100 Financial AdvisorsBarron's Top 100 Financial Advisors
Source: barrons.com (Awarded May 2025) Data compiled by Barron's for the period Jan 2024-Dec 2024.
2014-2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2014-2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2018-2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2017-2024 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2017-2024). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Source: barrons.com (Awarded May 2025) Data compiled by Barron's for the period Jan 2024-Dec 2024.
2014-2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2014-2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2018-2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2017-2024 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2017-2024). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Location
8300 Norman Center Dr
Ste 1150
Bloomington, MN 55437
US
Direct:
(612) 340-6720(612) 340-6720
5251 DTC Pkwy
Ste 1500
Greenwood Village, CO 80111
US
Direct:
(303) 502-4242(303) 502-4242
Meet My Team
Matthew K Johnson, Financial Planning Specialist
Assistant Vice President, Business Development Associate
Phone:
(952) 830-4371(952) 830-4371
Sophia V. Demou
Wealth Management Associate
Phone:
(952) 830-4372(952) 830-4372
About Eszter Tamas
Eszter Tamas is a skilled and experienced professional in banking, investments, and wealth management. With more than 15 years of experience in the field, she contributes to an exceptional service experience for her team's clients and is a highly skilled and motivated professional who is committed to helping clients achieve their financial goals and building lasting relationships based on trust and transparency.
In her role, Eszter is responsible for various tasks, including account setup, cash management, and facilitating transactions. She is particularly adept at leveraging Morgan Stanley's suite of online tools and is Series 7 and Series 66 licensed. Eszter additionally performs assistance in onboarding new clients, daily operational and administrative duties, and contributes to developing and carrying out the team's marketing strategy and event planning.
Eszter's educational background includes a B.A. in child and adolescent psychology from the University of Minnesota, as well as a degree in journalism. Originally from Hungary, she now resides in Plymouth, Minnesota, with her husband, three children, and two beloved chocolate Labradors.
Eszter's expertise and attention to detail ensure that clients receive top-notch service and that their needs are met efficiently and effectively. Her ability to leverage technology and her deep understanding of the financial markets are particularly valuable assets in the rapidly evolving world of wealth management.
Overall, Eszter is a dedicated and skilled professional who is committed to providing her clients with exceptional service and helping them achieve their financial goals.
In her role, Eszter is responsible for various tasks, including account setup, cash management, and facilitating transactions. She is particularly adept at leveraging Morgan Stanley's suite of online tools and is Series 7 and Series 66 licensed. Eszter additionally performs assistance in onboarding new clients, daily operational and administrative duties, and contributes to developing and carrying out the team's marketing strategy and event planning.
Eszter's educational background includes a B.A. in child and adolescent psychology from the University of Minnesota, as well as a degree in journalism. Originally from Hungary, she now resides in Plymouth, Minnesota, with her husband, three children, and two beloved chocolate Labradors.
Eszter's expertise and attention to detail ensure that clients receive top-notch service and that their needs are met efficiently and effectively. Her ability to leverage technology and her deep understanding of the financial markets are particularly valuable assets in the rapidly evolving world of wealth management.
Overall, Eszter is a dedicated and skilled professional who is committed to providing her clients with exceptional service and helping them achieve their financial goals.
About Matthew K Johnson
Matt grew up in Superior, WI and graduated from The College of St. Scholastica with a Bachelor of Arts degree in Humanities in Duluth, MN. He started with Morgan Stanley in 2017 and brings over a decade of experience delivering exceptional client service. Prior to joining Max's team, he worked on the institutional side, where he managed a team that provided operational support to Family Office clients. Matt is excited to be back in the Twin Cities and when not spending time with his family, he enjoys camping, golf, and watching sports.
*Disclaimer: This role cannot solicit or provide investment advice
*Disclaimer: This role cannot solicit or provide investment advice
About Sophia V. Demou
Sophia grew up in Lakeville, MN and graduated from the University of Wisconsin Madison’s School of Business with a degree in Finance and Investment Banking. She started her career in Scottsdale, Arizona with Vanguard’s Client Service and Operations division. In 2022, Sophia joined Morgan Stanley where she worked on the institutional side supporting high net worth Family Office clients. Outside of work Sophia enjoys spending time with her family and pets, reading, hiking, and playing pickleball.
Private Wealth Management
Professional Insights
Donor Advised Funds: A Smart Way to Manage Your Giving
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
Article Image
Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
1Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
3Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
3Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures | Morgan Stanley
CRC 4237142 (02/2025)
