Max Wasserman Email & Phone Number
Senior Vice President, Financial Advisor and Portfolio Manager @ Wealth Enhancement Group
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Max Wasserman Location
- Chicago, IL, US
Max Wasserman Work
- Senior Vice President, Financial Advisor and Portfolio Manager @ (August 2026 - Present)
- Founder, Senior Portfolio Manager @ (November 2017 - August 2026)
- Senior Portfolio Manager @ (November 2008 - November 2017)
- Senior Portfolio Manager @ (August 2004 - November 2008)
- Senior Portfolio Manager @ LaSalle National Bank (July 1997 - August 2004)
- Senior Portfolio Manager @ Feldman Investment Group (July 1993 - July 1997)
- Senior Consultant @ (November 1990 - December 1991)
Max Wasserman Education
- University of Miami Business School
MBA (Finance and Accounting)
1988-1989 - University of South Florida
BA (International Political Science)
1983-1987
Max Wasserman Skills
- Asset Allocation
- Asset Management
- Portfolio Management
- Retirement Planning
- Wealth Management
Max Wasserman Summary
- Max Wasserman, based in Chicago, IL, US, is currently a Senior Vice President, Financial Advisor and Portfolio Manager at Wealth Enhancement. Max Wasserman brings experience from previous roles at Miramar Capital LLC, UBS Financial Services, Merrill Lynch and LaSalle National Bank. Max Wasserman holds a 1988 - 1989 MBA in Finance and Accounting @ University of Miami Business School. With a robust skill set that includes Asset Allocation, Asset Management, Portfolio Management, Retirement Planning, Wealth Management and more. Max Wasserman has 2 emails and 2 mobile phone numbers on RocketReach.
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