Profile
Mr. Wasserman brings to the firm over many years of senior management experience in Private Client Services for high net-worth investors as well as for small and medium-sized institutions.
Serving at Lehman Brothers and predecessor companies, Mr. Wasserman built one of Wall Street's largest and most productive Private Client Services offices.
He then went on to head the entire Private Client Services business as Managing Director.
Mr. Wasserman began his career with the New York Stock Exchange firm, Stein Brothers and Boyce in Baltimore, MD.
Mr. Wasserman has played a continuous leadership role in numerous philanthropies.
He earned a BS in Finance and a Juris Doctor at the University of Maryland and its School of Law, after which he was admitted to the Bar in the State of Maryland in 1967.
Former positions of Samuel M. Wasserman
| Companies | Position | End |
|---|---|---|
Trautman Wasserman & Co., Inc. (Private Equity)
 Trautman Wasserman & Co., Inc. (Private Equity) Investment ManagersFinance Trautman Wasserman & Co., Inc. (TW) is a private equity and investment management firm headquartered in New York City. | Chairman | 06/10/2009 |
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Corporate Officer/Principal | 04/12/2004 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |
Trautman Wasserman & Co., Inc. (Private Equity)
Trautman Wasserman & Co., Inc. (Private Equity) Investment ManagersFinance Trautman Wasserman & Co., Inc. (TW) is a private equity and investment management firm headquartered in New York City. | Finance |
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