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).

MW@miramarcap.com
(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.

BK@miramarcap.com
(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.

smogul@miramarcap.com
(847)291-7316

Chris Kostiuk

Chris Kostiuk

Strategic Wealth Analyst

Chris brings more than 35 years of experience to Miramar Capital, most recently with Premier Asset Management. As a Portfolio Manager, he advised high net-worth individuals, families, and charitable foundations. Chris brings a wealth of knowledge in handling complex financial situations from institutions such as American National Bank, U.S. Trust, and The Harris Bank.

Chris received a B.S. degree (cum laude) in Economics from Regis College, and an M.A. in Economics from the University of Colorado. He was also a Ph.D. candidate in Economics at Indiana University.

Chris is an avid traveler and resides with his wife, in Wilmette, IL.

cdk@miramarcap.com
(847) 291-7313

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@miramarcap.com 
(847) 291-7303

Alexus Patterson

Alexus Patterson

Client Associate

Alexus began her journey within the financial services industry in 2020. Since then, she has strived to give clients the highest level of service and assistance. As a Client Associate, at Miramar Capital, Alexus delivers comprehensive service by attending to a clients’ account management needs. Working closely with our wealth managers, she prepares reporting materials, executes requests for capital, and coordinates any additional matters related to their accounts.

alexus@miramarcap.com
(847) 291-7304

Deb Stassen

Receptionist/Client Associate

Deb has over 12 years of experience as an administrative assistant. Her work background is varied and full, from her career as an attorney, to manager of a library, to substitute teaching, and working in numerous office settings.

Deb is passionate about assisting others, possesses a positive, service attitude, and maintains a strong work ethic. She is excited to bring that experience and background to her role here, at Miramar Capital.

Deb holds a B.A. in Political Science from DePaul University and a J.D. from DePaul University-College of Law.

dstassen@miramarcap.com
(847) 291-7300