![Max S. Wasserman](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
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.
Postes actifs de Max S. Wasserman
| Sociétés | Poste | Début |
|---|---|---|
Miramar Capital LLC
 Miramar Capital LLC Investment ManagersFinance Miramar makes security selections and investment recommendations based on their proprietary research; and custom-tailor every portfolio to align with their clients’ unique goals and financial situation. The firm strongly believes in the power of dividend and tax-efficient investing with long-term investment horizons. They construct portfolios with 20-30 individual large/mid-cap dividend paying companies offering further growth and diversification. Miramar diversifies stock portfolios amounting to 5-7 different sectors. The firm utilizes low-cost/no-load mutual funds, when appropriate, to further enhance the overall diversification of a portfolio. | Fondateur | 01/11/2017 |
Anciens postes connus de Max S. Wasserman
| Sociétés | Poste | Fin |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Corporate Officer/Principal | 01/11/2017 |
LaSalle National Bank
 LaSalle National Bank Investment ManagersFinance LaSalle's investment management philosophy is based on controlling risk and volatility while producing long-term wealth accumulation. Their principal goal is to meet investment objectives through a systematic and disciplined approach to the purchase and sale of securities. Their portfolio managers focus on companies with superior earnings growth, stability, with above-average ROE and evidence of sustainable margins. They fuse computer models with quantitative analysis to distill the universe of securities to a list of optimal investments. After a list has been developed, each company is scrutinized to ensure financial strength and the ability to support future growth. | Gestionnaire de Portefeuille-Actions | 01/10/2004 |
Formation de Max S. Wasserman
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
95
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Finance |
LaSalle National Bank
LaSalle National Bank Investment ManagersFinance LaSalle's investment management philosophy is based on controlling risk and volatility while producing long-term wealth accumulation. Their principal goal is to meet investment objectives through a systematic and disciplined approach to the purchase and sale of securities. Their portfolio managers focus on companies with superior earnings growth, stability, with above-average ROE and evidence of sustainable margins. They fuse computer models with quantitative analysis to distill the universe of securities to a list of optimal investments. After a list has been developed, each company is scrutinized to ensure financial strength and the ability to support future growth. | Finance |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of South Florida
 University of South Florida Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Miramar Capital LLC
Miramar Capital LLC Investment ManagersFinance Miramar makes security selections and investment recommendations based on their proprietary research; and custom-tailor every portfolio to align with their clients’ unique goals and financial situation. The firm strongly believes in the power of dividend and tax-efficient investing with long-term investment horizons. They construct portfolios with 20-30 individual large/mid-cap dividend paying companies offering further growth and diversification. Miramar diversifies stock portfolios amounting to 5-7 different sectors. The firm utilizes low-cost/no-load mutual funds, when appropriate, to further enhance the overall diversification of a portfolio. | Finance |
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