Advisors at this firm
Max W
Series 63, Series 65
Northbrook, IL
MIRAMAR CAPITAL
Max Wasserman is a financial advisor at Miramar Capital with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2008 to 2017. He has been with Miramar Capital since 2017. Miramar Capital provides discretionary and non-discretionary investment management, integrated financial planning, and ERISA 3(21) advisory services, serving high-net-worth individuals, retirement plans, institutions, charitable organizations, trusts, and estates. The firm emphasizes earnings growth and dividends through diversified equity portfolios and employs an active, research-driven approach to fixed income and income enhancement strategies.
Robert K
Series 63, Series 65
Northbrook, IL
MIRAMAR CAPITAL
Robert Kalman is a financial advisor with Miramar Capital in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Saxony Securities and Foresight Investments, LLC, and he has operated Kalman Kushnir Capital Inc. since 1995. Miramar Capital provides discretionary and non-discretionary investment management, financial planning, and ERISA 3(21) advisory services to individuals, retirement plans, institutions, and charitable organizations. The firm emphasizes a research-driven investment approach focused on high-quality growth companies and active fixed income management, serving a diverse client base that includes high-net-worth individuals and institutional clients.
