About Us

We are proud to be an independent firm with more than 60 years of combined experience managing investment portfolios for private clients, trusts, corporations, endowments, and foundations. As fiduciaries, we distinguish ourselves from others by always acting in our clients’ best interest.

Our primary role is to provide a clear and disciplined approach to investment excellence. To accomplish this, Miramar Capital exclusively uses in-house, proprietary research of the capital markets. We work tirelessly to guide our clients’ investment strategies and aim to deliver results that help our clients prosper and pursue their goals

All of our actions and support are led by the pillars of our operating ethos: Integrity, Insight, Fair Value, and Exceptional Service. Welcome to Miramar Capital…Welcome to disciplined investing and personalized wealth management.

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).

(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.

(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.


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.

(847) 291-7303