Principal
CurrentWasserman Consulting is a financial consultancy providing services to registered investment advisors, family offices and private fund managers.
Oct 2021 - Present
AeroLeads people directory · profile
Bernie Wasserman Email & Phone Number
Principal
at
Wasserman Consulting
1 work email found
@participantcapital.com
4 phones found area 512
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Principal
Location
New York City Metropolitan Area, United States, United States
Who is Bernie Wasserman? Overview
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Quick answer
Bernie Wasserman is listed as Principal at Wasserman Consulting, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at participantcapital.com, phone signal with area code 512, and a matched LinkedIn profile for Bernie Wasserman.
Bernie Wasserman previously worked as President at Participant Capital and Managing Director - Capital Development at Virtus Real Estate Capital. Bernie Wasserman holds Bachelor Of Science (B.S.), International Marketing And Finance from New York University.
Company email context
Email format at Wasserman Consulting
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{first_initial}{last}@participantcapital.com
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AeroLeads found 1 current-domain work email signal for Bernie Wasserman. Compare company email patterns before reaching out.
Profile bio
About Bernie Wasserman
Experience:Private equity real estate capital development, cross asset investment product development, alternative investment product marketing and distribution.Products:Private equity real estate, derivative, algorithmic strategy and hedge fund based products. Single asset and hybrid products providing delta 1, principal protected and leveraged exposures via structured notes, funds, swaps, OTC options and variable annuities. Markets:US, Latin America, and Europe. Clients:Institutional and HNW investors via third party distribution networks (bank, brokerage, family office and RIA,) and internal institutional (pension fund, insurance company, endowment) and high net worth / retail sales coverage teams at Citigroup, HSBC, Lehman Brothers and BNP.Specialties: Private equity real estate on and off-shore capital development. Working across the sales, trading, marketing, legal, compliance & product control teams of large global financial institutions to create & promote complex investments products & strategies. Promotion of products to internal sales teams, external distribution networks, family offices, endowments, & consultants.Customized investment solutions; Investment vehicle structuring (notes, public & private funds); LATAM local markets; Fluent in Spanish; Conversant in Portuguese.
Listed skills include Derivatives, Structured Products, Hedge Funds, Equities, and 37 others.
Current workplace
Bernie Wasserman's current company
Company context helps verify the profile and gives searchers a useful next step.
9 roles
Bernie Wasserman work experience
A career timeline built from the work history available for this profile.
President
Lead the registered investment advisory arm of Florida based development company, Royal Palm Companies.
Oct 2021 - Sep 2023
Managing Director - Capital Development
Responsible for international, US wirehouse, and select US regional capital development.
Dec 2015 - Oct 2021
Head Of Wealth Management Sales
Idb Capital Corp.
Aug 2013 - Dec 2015
Director Multi Asset Investment Products
Investment Product SpecialistUS and Latin American Markets
Nov 2007 - Oct 2012
Senior Vice President & Manager - Global Structured Fund Products
Structuring / marketing team manager with an internal coverage mandate encompassing all Americas based sales teams.
Oct 2005 - Nov 2007
Senior Vice President – Derivatives & Structured Products, Americas
Multi asset class product marketer / structurer for a variety of distributive and customized derivative investment products (i.e. hedge fund, equity, interest rate, credit, foreign exchange, and hybrid derivative products).
Jan 2003 - Oct 2005
Vice President – Structured Credit Trading
Latin American Emerging Market Credit DerivativesCustomized solutions / structured credit products for institutional, corporate, dedicated fund, and high net worth accounts.
May 2000 - Nov 2001
Vice President & Manager – Latin America Investment Banking Group
Manager Latin American Financial ProductsAsset Repackaging; Asset Backed Eurobond Origination, Leveraged Finance; Future Flow Asset Securitization, and; Exposure Management Products.
Jan 1992 - May 2000
1 education record
Bernie Wasserman education
-
New York University
FAQ
Frequently asked questions about Bernie Wasserman
Quick answers generated from the profile data available on this page.
What company does Bernie Wasserman work for?
Bernie Wasserman works for Wasserman Consulting.
What is Bernie Wasserman's role at Wasserman Consulting?
Bernie Wasserman is listed as Principal at Wasserman Consulting.
What is Bernie Wasserman's email address?
AeroLeads has found 1 work email signal at @participantcapital.com for Bernie Wasserman at Wasserman Consulting.
What is Bernie Wasserman's phone number?
AeroLeads has found 4 phone signal(s) with area code 512 for Bernie Wasserman at Wasserman Consulting.
Where is Bernie Wasserman based?
Bernie Wasserman is based in New York City Metropolitan Area, United States, United States while working with Wasserman Consulting.
What companies has Bernie Wasserman worked for?
Bernie Wasserman has worked for Wasserman Consulting, Participant Capital, Virtus Real Estate Capital, Idb Capital Corp., and Citigroup.
How can I contact Bernie Wasserman?
You can use AeroLeads to view verified contact signals for Bernie Wasserman at Wasserman Consulting, including work email, phone, and LinkedIn data when available.
What schools did Bernie Wasserman attend?
Bernie Wasserman holds Bachelor Of Science (B.S.), International Marketing And Finance from New York University.
What skills is Bernie Wasserman known for?
Bernie Wasserman is listed with skills including Derivatives, Structured Products, Hedge Funds, Equities, Capital Markets, Equity Derivatives, Fixed Income, and Investments.
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