Max Wasserman
Senior Vice President, Financial Advisor & Portfolio Manager
MBA
Contact Max
Team Office
Max’s Locations
Northbrook, IL 60062 (847) 291-7300
About Max
Max has more than 35 years of experience as a portfolio manager and a research analyst. He focuses on managing equity and fixed income strategies for high-net-worth individuals and institutional clients. Through custom portfolio construction, ongoing monitoring, and a disciplined investment approach, Max helps clients navigate changing market conditions while keeping their unique needs at the center of every decision.
Max has held senior roles as a Portfolio Manager at UBS, Merril Lynch, and LaSalle National Bank, and has been working with clients for decades, providing personalized advice that draws on long-term knowledge and understanding of his clients’ circumstances and goals.
Education
- BA, International Studies, University of South Florida
- MBA, Finance, University of Miami
Newsroom and Resources
View AllMiramar Team Historical Media Apperances
Schwab Network: Max Wasserman Featured in “Max Wasserman Stays Long-Term Bullish on AI, Likes GOOGL, MSFT, AVGO”
Bloomberg: Max Wasserman Featured in “Traders Game Plan What 10-Year Yield at 5% Spells for US Stocks”
Schwab Network: Max Wasserman Featured in “Jobs Report and the Fed: Wasserman’s Policy Take”
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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