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Aktive Positionen von Max S. Wasserman
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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. | Gründer | 01.11.2017 | - |
Portfolio Manager-Aktien | 01.11.2017 | - | |
Portfolio Manager-Fixed Income | 01.11.2017 | - |
Karriereverlauf von Max S. Wasserman
Ehemalige bekannte Positionen von Max S. Wasserman
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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 | 01.11.2008 | 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-Aktien | - | 01.10.2004 |
Portfolio Manager-Fixed Income | - | 01.10.2004 |
Ausbildung von Max S. Wasserman
University of Miami | Masters Business Admin |
University of South Florida | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 6 |
Operativ
Portfolio Manager-Equities | 2 |
Portfolio Manager-Fixed Income | 2 |
Masters Business Admin | 1 |
Sektoral
Finance | 4 |
Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 3 |
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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 |
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 |
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