Max S. Wasserman active positions
| Companies | Position | Start | End |
|---|---|---|---|
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 | 2017-10-31 | - |
| Portfolio Manager-Equities | 2017-10-31 | - | |
| Portfolio Manager-Fixed Income | 2017-10-31 | - |
Career history of Max S. Wasserman
Former positions of Max S. Wasserman
| Companies | Position | Start | End |
|---|---|---|---|
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 | 2008-10-31 | 2017-10-31 |
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 | - | 2004-09-30 |
| Portfolio Manager-Fixed Income | - | 2004-09-30 |
Training of Max S. Wasserman
| University of Miami | Masters Business Admin |
| University of South Florida | Undergraduate Degree |
Statistics
International
| United States | 6 |
Operational
| Portfolio Manager-Equities | 2 |
| Portfolio Manager-Fixed Income | 2 |
| Masters Business Admin | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 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 |
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