Profiel
Mr. Max S.
Wasserman is a Founder & Senior Portfolio Manager at Miramar Capital LLC.
He focuses on managing equity, fixed income and alternative investment strategies for portfolios of high net worth individuals and institutional clients.
He has over 27 years of experience as a portfolio manager and a research analyst.
Prior to starting Miramar, he was a Senior Portfolio Manager at UBS.
He received his B.A.
in international studies from the University of South Florida and his M.B.A.
in finance from the University of Miami.
He is an Illinois Registered Investment Advisor Representative.
Actieve functies van Max S. Wasserman
| Bedrijven | Functie | Begin |
|---|---|---|
Miramar Capital LLC
 Miramar Capital LLC Investment ManagersFinance Miramar Capital LLC (Miramar) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Northbrook, Illinois. The firm was founded by Max Wasserman and Robert Kalman in 2017. Miramar manages investment portfolios for private clients, trusts, corporations, endowments and foundations. | Founder | 01-11-2017 |
Eerdere bekende functies van Max S. Wasserman
| Bedrijven | Functie | Einde |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | 01-11-2017 |
LaSalle National Bank
 LaSalle National Bank Investment ManagersFinance LaSalle National Bank is headquartered in Chicago and serves individuals, small businesses, middle market companies and institutions. Their parent company, LaSalle Bank Corporation, is a subsidiary of Bank of America Corp. (NYSE: BAC). | Portfolio Manager-Equities | 01-10-2004 |
Opleiding van Max S. Wasserman
| University of Miami | Masters Business Admin |
| University of South Florida | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
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Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
LaSalle National Bank
LaSalle National Bank Investment ManagersFinance LaSalle National Bank is headquartered in Chicago and serves individuals, small businesses, middle market companies and institutions. Their parent company, LaSalle Bank Corporation, is a subsidiary of Bank of America Corp. (NYSE: BAC). | Finance |
Miramar Capital LLC
Miramar Capital LLC Investment ManagersFinance Miramar Capital LLC (Miramar) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Northbrook, Illinois. The firm was founded by Max Wasserman and Robert Kalman in 2017. Miramar manages investment portfolios for private clients, trusts, corporations, endowments and foundations. | Finance |
