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Max Wasserman Location
Chicago, IL, US
Max Wasserman Work
2017 -now Founder, Senior Portfolio Manager @
2008 -2017 Senior Portfolio Manager @
2004 -2008 Senior Portfolio Manager @
1997 -2004 Senior Portfolio Manager @ LaSalle National Bank
1993 -1997 Senior Portfolio Manager @ Feldman Investment Group
1990 -1991 Senior Consultant @
Max Wasserman Education
University of Miami Herbert Business School
MBA (Finance and Accounting)
1988-1989
University of South Florida
BA (International Political Science)
1983-1987
Max Wasserman Skills
Portfolio Management
Asset Management
Asset Allocation
Retirement Planning
Wealth Management
Max Wasserman Summary
Max Wasserman, based in Chicago, IL, US, is currently a Founder, Senior Portfolio Manager at Miramar Capital LLC. Max Wasserman brings experience from previous roles at UBS Financial Services, Merrill Lynch, LaSalle National Bank and Feldman Investment Group. Max Wasserman holds a 1988 - 1989 MBA in Finance and Accounting @ University of Miami Herbert Business School. With a robust skill set that includes Portfolio Management, Asset Management, Asset Allocation, Retirement Planning, Wealth Management and more. Max Wasserman has 2 emails and 3 mobile phone numbers on RocketReach.
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