About Us

An independent firm with more than 50 years of combined experience, managing investment portfolios for private clients, trusts, corporations, endowments, and foundations.

Staffed with an in-house research team, Miramar Capital strives exclusively to serve the best interests of our clients. Our primary role is to provide a clear and disciplined approach to investment excellence. We work tirelessly to guide our clients’ investment strategies. Every day, with every client, we’re supported by the pillars of our operating ethos: Integrity, Insight, Fair Value, and Exceptional Service. In the process, we aim to deliver results that help our clients prosper and proceed toward their own goals.

Max Wasserman

Founder / Senior Portfolio Manager

Max has more than 27 years of experience as a portfolio manager and a research analyst. He focuses on managing equity, fixed income and alternative investment strategies for portfolios of high net worth individuals and institutional clients. Prior to starting Miramar, Max was a Senior Portfolio Manager at UBS.

Max 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. Max is an Illinois Registered Investment Advisor Representative (RIA).

Max and his wife reside in Deerfield, IL with their two daughters.

(847) 291-7300

Bob Kalman Headshot

Bob Kalman

Founder / Senior Portfolio Manager

Bob brings 30 years of experience, most recently as founder of Kalman Kushnir Capital Inc, which he began in 1994 as a Principal and Portfolio Manager.

Bob has spoken at national conferences on wealth management and market analysis. Bob graduated from the University of Wisconsin – Madison in 1987 with a Bachelor of Arts degree in Political Science. He later received his MBA degree from the University of Chicago’s Graduate School of Business with concentrations in Finance and Economics.

Bob lives in Highland Park, IL with his wife and two children.

(847) 291-7300

Steve Mogul

Senior Wealth Advisor

Steve comes to Miramar Capital with over 23 years of experience servicing high net worth individuals, retirement plans and family foundations with their financial matters.
He is a philanthropist, passionately committed to maintaining quality medical services for children. Steve serves on the Board of Directors for the Ann & Robert H. Lurie Children’s Hospital of Chicago, and on the board of the hospital’s children’s research fund.
Steve received a B.A. in Political Science and an M.A. in History from Drake University.

Steve lives in Northbrook, IL with his wife and two daughters.



Beth DeSantiago

Senior Client Associate

Beth brings over 20 years of experience in the financial services industry, most recently with a money center bank. She has extensive experience in serving the high net worth investor, as well as in sales and trading. Beth is a native Chicagoan, and has a B.A. in Finance from Barat College in Lake Forest, IL. Beth and her husband live in Vernon Hills, IL and have children that live in Chicago.

(847) 291-7303

Marcia Bruckman

Client Service Associate

Marcia brings 23 years of experience in the financial/client relation’s industry. She prides herself in developing relationships with all clients while providing top service and support with each customer.  Marcia has two grown children and 3 dogs and they all live in Buffalo Grove.